Grid Dynamics Could Rapidly Shift From Retail, Which Bodes Well For The Future

  • 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 »