No. of Recommendations: 10
Declining margins, extremely competitive market with little to no moat, growing mostly by acquisition. They are paying more and more for growth, this is a sign of a company that is in a competitive market. I can see why they appear to be cheap. Why force an investment when there are plenty of companies in our little universe that have their market to themselves, AYX, ZS,ABMD, VCEL, okta and MDB sorta, etc etc. Naturally I could be wrong but this one isn't for me.

all the best,
Ethan
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