A terrific quarter from a terrific company, selling at a terrific valuation.
We don’t think one should be overly intimidated by the undoubtedly very steep valuation, growth isn’t going to slow anytime soon.
And after the Mobile Posse acquisition earnouts disappear in a couple of quarters, the company will be raking in tons of cash, given the growth and operational leverage.
This idea was discussed in more depth with members of my private investing community, SHU Growth Portfolio. Get started today »