Malmanu,
With all due respect, I know of you as a guy with solid fundamentals. Thing is, SPA is a bit of a different beast than all the rest. Bulletproof was the first company to launch a public cloud service in Australia in 2006, well before Amazon came onboard. You can't discount the knowledge and experience these guys at Bulletproof have. It isn't always as straight forward as PE ratios. And they are the first company to launch a managed AWS service. And the first to launch a pay-as-you-go managed AWS service. The premium people are paying is for an industry leader.
Malmanu,With all due respect, I know of you as a guy with solid...
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