Yext Inside!

  • A company providing a very useful solution with very wide applicability and seemingly a first mover advantage.
  • Growth is likely to be brisk and continue for quite some time.
  • While the company is still far from profitability, operational leverage is already kicking in and cash bleed is already low.
  • The company has a healthy balance sheet and the shares, while certainly not cheap, aren’t exorbitantly valued either.
  • We’re looking for an entry point for the SHU portfolio.

Source: Yext Inside! – Yext, Inc. (NYSE:YEXT) | Seeking Alpha