- Grid Dynamics has been in a strong position helping other companies in their digital transformation, with some marquee customers like Google and Apple.
- There is plenty of growth left in this market as more and more companies embark on digital transformation.
- In Q2, where its biggest sector, retail, was badly hit, the company was able to swiftly shift to other verticals.
- While the company has a huge cash kitty and can afford to invest in growth and/or M&A, there is also substantial dilution on the way.
- This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »