- The company has unique products with little competition and a long runway for growth.
- After the sell-off since the summer, valuations are also much more reasonable now.
- However, profitability is still quite some time off which prevents us from going all-in here. Picking up a few on dips looks a good idea though.
Source: Zuora Has A Long Runway – Zuora, Inc. (NYSE:ZUO) | Seeking Alpha