Nice one mate, I think you raised some good points on the ARR and cash flow. I still think it could be a good company but there’s a few things like cash flow I’d want to see improve. They’re in a super competitive space but plenty of tailwinds. Thanks for the mention too! Hopefully the pirate leaves you alone hahaha.
Nice one mate, I think you raised some good points on the ARR and cash flow. I still think it could be a good company but there’s a few things like cash flow I’d want to see improve. They’re in a super competitive space but plenty of tailwinds. Thanks for the mention too! Hopefully the pirate leaves you alone hahaha.