For those who are interested you can check out the investor presentation slideshow. It provides clarity on how they function and conduct operations. Financial summaries are included.

Its no longer news that their 1Q showed phenomenal growth in revenue and customers. They project continued growth at comparable levels.

Further a number of issues raised here in the discussions are covered .e.g. There is a graphic describing their view of the development of a strong moat.

I think the slides are worth at least a quick look.…