The other midcap tech I am watching : Life 360, even after its recent strong performance. This is a great story of a company which has been able to turn its large audience (61 million active users) into a significant monetisation, via subscription and advertising (more recently). Interesting also to see that they have been able to pass significant price increases in the US (their main market). Based on their medium term targets, the company still looks cheap. At this stage, I need to better understand their service to assess its long term potential.
