He’s very impressive and super honest. This came on my radar when Marc participated in a panel with another stock I hold. I’ve been doing lots of research since. Really like the TAM, growth, management, margins and operating leverage - the presentation today also has lots of excellent data points to help build a valuation.
However I’m still on the sidelines for now. There’s good growth ahead but to his credit he was super honest and said breakeven is 2.5 years away as they invest in growth etc. That also implies a few more CRs. While loss making companies can still generate significant capital growth I was hoping that inflection was closer. Will keep watching and if the risk/reward starts to change I might start a position. GLTAH
Ann: Investor Webinar Presentation Slides, page-4
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