You’re right, there really is no weak spot in the numbers; it’s in the “story.” …I wasn’t comfortable with its moat, or my understanding of it anyway. Here we are several months later, at 2X the share price, and they continue to execute. Sometimes it’s better to let the numbers do the talking…it still gives me a nagging feeling. Then again, so did MDB for a while.
Hi Mister Jones, and welcome to the board. You know, I don’t have a clue what a lot of these tech companies like Smartsheets and Mongo actually DO ! But the numbers tell me that their customers need them, and like what they do, and that’s what counts.
Saul