Post Raise Craze set to Amaze, page-14

I suppose I wanted to test whether my analysis of the company is correct or not...I havent been convinced yet by anyone, VMK has made a good attempt but he gets lost in detail , too trusting, good analyst but suffers from perceptual blindness...falls in love and loses objectivity

Issues
- management reliability
- Expenses and cash burn
- Valuation multiple seems very expensive
- should be a 3-5 x multiple.

I am a buyer at some point but so far I have been correct


I'm off this thread now for a while