A very well put together post, mate. The company has come on my radar recently due to its mouth watering valuations viz a viz its past growth rate.
I’m barely tracking the company but having heard the management on the Q1 con call, I couldn’t really understand what is so wrong with the company for such a sharp fall in the stock price. The management also clarified things about the receivable days and the fact they have visibility on growth for the next 2-3 years.
Will continue to monitor and learn more about the business. Just purely on valuations, the company is looking super interesting.
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