7/8/24 :: VROCKSATAR :: 
TEAM
simply too rich >$180
- like the product, unique biz/ppl/ software mgmt platform
- nearly 10x fwd sales for 25% growth is expensive, perhaps justified given quality/ embeddedness of product but tough to justify given comps
- equivalent comps likely trading in the HSD multiples, 7-9x. only 10x's and above I see r delivering in the 30's growth
- 60x PE reinforces this notion
- note to self to re-evaluate if/when we get back below $150 which i believe is a matter of time all else equal
- gl to holders
V
TEAMsimply too rich >$180
- like the product, unique biz/ppl/ software mgmt platform
- nearly 10x fwd sales for 25% growth is expensive, perhaps justified given quality/ embeddedness of product but tough to justify given comps
- equivalent comps likely trading in the HSD multiples, 7-9x. only 10x's and above I see r delivering in the 30's growth
- 60x PE reinforces this notion
- note to self to re-evaluate if/when we get back below $150 which i believe is a matter of time all else equal
- gl to holders
V
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