Hi Multis
It’s not always easy in this overheated market to find opportunities, but I think this is one. Patient investors can now buy this stock at the cheapest valuation it has ever been, despite 33% revenue growth.
The company has no debt, a ton of cash and high free cash flow and it’s totally under the radar of most investors.
There are two headlines that may screen ugly if you don’t know the company’s context but that actually show strength.
And a negative catalyst on GAAP earnings just stopped and the company did an interesting acquisition. It also showed how AI already adds value. Not with big words, as many do, but with concrete numbers.
Curious?
Paid subscribers get this stock.
Wanna join? Don’t wait.

