I'm not sure yet that management have even made any mistakes. Let's wait and see the upcoming results
My take is that the "market" got a bit excited and the SP got a bit ahead of itself. Now it has done the reverse and got a bit oversold
Not that much has changed in the interim. It is still a quality, profitable company. The acquisitions have muddied the accounts a little, so it looks like the PE is 100. Ignore that. EV/revenue is the best metric to use, and on that basis it looks super-cheap.
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