Gosh I do not know which I like better boards with no posts or Software selling Service Models.
Aside from the usual street model ignorance and these new DOJ headwinds personal view not based on fact just my personal silly view
I view this as why on earth would I sell my lemon aid stand for 7....when I already received a low balled appraisal of 17?
Perhaps, my most profitable plays often start as the loneliest....but I also respect I am a huge Software selling Service Model junkie and this position is free money from my addiction.
Would have paid less if Kerrisdale Capital did not show up to play in my sandbox but it is what it is and respect this is not my first subscription base becomes a cash flow machine rodeo.
Long-Term Sentiment Disclosure
Love the Software selling Service Model Space but more often than not think they are overvalued and I way overpaid…… only to be proven wrong more times than I am willing to post
Paid $20 for Netflix
Paid $6 for Elli
Paid $40 for SalesForce.com
Paid $7 for this