He just stated some of his key views. Yes it is a well run business and in good shape. They have been addressing their technical debt as clearly articulated some time back by the new CEO (as do all fast growing and rapidly developing tech startups at some point) in order to facilitate the next step change in their growth plans. This is now mostly complete is my understanding and now the execution and implementation of their reimagine strategy is coming together. It’s is not just a good story - it is a solid and well run business, no secret sauce on this one.
breakout, page-23
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