The balance sheet holds a large pile of cash with no debt. The business benefits from network effects. There’s a long runway for growth in the company’s main segment, and significant optionality to monetize new segments. Management is led by an owner-operator that is smart and a good capital allocator. The company is buying back shares at a slow pace.
Would you buy this business?
Would you buy this business?
Would you buy this business?
The balance sheet holds a large pile of cash with no debt. The business benefits from network effects. There’s a long runway for growth in the company’s main segment, and significant optionality to monetize new segments. Management is led by an owner-operator that is smart and a good capital allocator. The company is buying back shares at a slow pace.