While the company is suffering from the pandemic and the economic fallout, it keeps on investing and can easily afford to do so. This is likely to lead to market […]

The company seems set for 20%-30% growth for some time to come as it is taking market share from smaller players. The company is enjoying a leverage bonanza and management […]

Growth is re-accelerating and the company is solidifying its leading position, although at the cost of some short-term margin compression. Margins will likely expand again when investments slow and leverage, […]