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Great interview Ally. Got to own it or get left behind. In since 2018.
❤❤ Keen for this
Interesting software sounds like a logistical client motivated and globally expanding company would be worth investing in
It’s only a billion dollar market cap? If their growth is internally funded, they have a very long runway it would seem.
$1b revenue
1B revenue, 29B MC. the organic growth and EPS growth is no where near to justify this valuation. very high quality company, they probably will become the microsoft windows of logistics, but valuation is insane with 4.3% risk free rate
fantastic company but also very very overpriced
Great interview Ally. Got to own it or get left behind. In since 2018.
❤❤ Keen for this
Interesting software sounds like a logistical client motivated and globally expanding company would be worth investing in
It’s only a billion dollar market cap? If their growth is internally funded, they have a very long runway it would seem.
$1b revenue
1B revenue, 29B MC. the organic growth and EPS growth is no where near to justify this valuation. very high quality company, they probably will become the microsoft windows of logistics, but valuation is insane with 4.3% risk free rate
fantastic company but also very very overpriced