I think this is one of the most important companies that will secure a deep moat over the next 25 years as long as leadership maintains a good strategic plan. I do see them going into the services route within a decade to cushion margins at the very least. They also brought on the former CSO from google eho was pivotal to revenue growth. So we will see what happens in the next 3 years
I think this is one of the most important companies that will secure a deep moat over the next 25 years as long as leadership maintains a good strategic plan. I do see them going into the services route within a decade to cushion margins at the very least. They also brought on the former CSO from google eho was pivotal to revenue growth. So we will see what happens in the next 3 years
Damn that was a crazy call - 280% past 6 months
Excellent! Interesting company, Cibelli has done the research, and gives well balanced views in a long intelligent conversation.