I agree - its just riding the gyrations along the way. They have the ecosystem locked in - just sell through and execution now - if they can't do it, someone bigger will buy them and do it.
This is the real deal. I had people telling me to sell along the way. You can try and pick the top but a handful of mobile deals drop plus accretive acquisitions and it could be rerated yet again.
Fortune favours the brave!
I agree - its just riding the gyrations along the way. They have...
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