- Shares have been taken down yet again, on a mild guidance decrease.
- However, order growth has come back strongly and revenues will follow that.
- More especially, hiring will slow markedly next year while sales per employee will move up sharply, producing tremendous operational leverage.
- There are a few risks, but so far these haven’t really materialized.
- This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »