Like all tech stocks I think the value in CXZ solely relies on Aaryn and management. We saw that with Microsoft when they changed from Steve Ballmer to Satya Nadella, same company but the focus from each leader was so different and led to different results. Aaryn has navigated well so far and even with subscription numbers falling due to Covid and chip shortages, has created value by pursuing one off enhancement projects to dampen the shortfall. We would be in a way worse positions without this, hence Aaryn and management get the big green tick from me so far. Once we get past this short term turbulence I think we will really accelerate our growth and I would not be surprised if we land another big customer next year. @T.E.P. I am glad you have this one on your list and also btw excited to hear you are potentially launching your own fund.
CXZ Price at posting:
1.4¢ Sentiment: Buy Disclosure: Held
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