I’m looking at website traffic as a proxy for the sales numbers (Do point out if someone feels that this might not be the right proxy) . From the website traffic, it does not seem like they are growing at the committed rate. The only positive point that I could find was that dataisgood has grown 5x in US on Jan 24 numbers. At these valuations if the growth does not come, then it might be dangerous.
@manhar looking forward to your views on this as well, since you are tracking this closely.
Lawsikho Traffic :
Lawsikho Assignment page traffic
SA Assignment page traffic
Data is good
Data is good traffic in US has grown 5 since Jan 24
Ipleaders blog
Disc: Invested. Re-considering the decision.
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