Great analysis and insights. Thanks for sharing.
This one recently came up on my radar when I saw it in the newly launched MF portfolio of Kenneth Andrade. Given his style of investing, I am trying to understand his rationale/investment thesis.
In the latest company presentation, the have mentioned about trying to shift their model from outright sales to “As A Service” wherever they can. Could this result in higher revenue and margin expansion?
Any thoughts on this?
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