Thank you Joel. If you decide to dig in with your own research, please feel free to share your thoughts - particularly around valuation. It is always so difficult to value a business part way through a huge strategic transition. It would be great to use the comments section to have a discussion among different investors, sharing views and challenging opinions. Let's try to make it happen.
Great post, didn’t know about this company. Glad I do now. Thanks.
Thank you Joel. If you decide to dig in with your own research, please feel free to share your thoughts - particularly around valuation. It is always so difficult to value a business part way through a huge strategic transition. It would be great to use the comments section to have a discussion among different investors, sharing views and challenging opinions. Let's try to make it happen.