https://seekingalpha.com/article/4423877-path-stock-blazing-…
Overall - I was more impressed with the metrics and business performance than I expected. The growth rate is not declining as I had the impression of and there’s some hugely encouraging land and expand points here.
I was surprised and don’t necessarily agree with Bert on the recommendation decision founded on a valuation basis but then again I hold Shopify and he doesn’t for the same reasons.
Ant