- The company is going gangbusters and in fact the whole sector is rapidly growing.
- The two acquisitions the company executed recently seem a good fit.
- Yet the weight of evidence is that the company is too aggressive with its backlog numbers and/or conversion rates.
- While as of yet, there isn’t any compelling evidence that management is aggressive with other accounting and/or projections, investors should keep a wary eye.
SHU Portfolio: Why We Cooled On Pareteum
April 17th, 2019 · No Comments