Finally Cheap Enough To Maybe Nibble

2021년 11월 23일

This might be cheap enough to finally take a nibble. 8x fcf, growing revs at 40% YoY. Everyone worried about margins compressing but demos are good and market opp is big if they can improve execution, which on a probability basis, they can. Going to start nibbling long to track & I'll add once it gets some momentum.

The stock is definitely a trap, but I'm okay walking into it at this point. I think everyone who wants to sell has probably sold.