Q: Can elaborate on your bullish thesis here?
Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.
But, the valuation is also extremely high and they aren't earning much on the bottom line.
I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.
How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?
Yes, revenue is growing extremely fast, you love the stock momentum, and they have a pretty clean balance sheet.
But, the valuation is also extremely high and they aren't earning much on the bottom line.
I typically view this type of situation as poor risk/reward. Any "miss" could elicit a sharp sell off.
How are you thinking about this company that gives you confidence in it and allows you to view the risk/reward as favorable?