before the tech index’s and small caps dropped a few months ago…..
i would have said year on year meaningful top line sales growth.
but now…in the current fearful market, I think bottom line year on year profit growth might be required for insto’s
it sucks but the positive evidence is starting to mount up.
it looks like it’s working and we are actually experiencing a post covid tailwind…or the start of one.
the upside is when the market turns to a more greedy one and returns to tech, small cap, and growth in a big way…Lbt could really multi bag !
gltah
I’d say the ultimate cheat code to the timeline on this could be clean rooms. fingers crossed.
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