No. of Recommendations: 5
Hey Ant - I get the feeling these are almost entirely about the technology and smaller teams of experts that built the companies. Few if any of these deals even reported any numbers. And all are so focused on contributing to mission of managing spending w elite technology, precision that it seems even if growth was bought, that same growth should continue as CEO claims this is 50B market, which they should be top dog in. Hopefully they are done building foundation and ready to focus soleLy on growth. Funny that CEO has been on Mad Money twice and Cramer never asks (if my memory is correct) about challenges of integrating 15 acquisitions. Anyway worth keeping an eye on.
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