my takeout from all this tariff analysis seems to confirm some of what you;ve been saying - Lifx has little pricing power so - highly susceptible to Phillips or other big player etc swallowing their market - sector will trade on a low multiple
BUD used to be a SaaS sexy multiple play. Now i seem to be getting told its a low multiple discretionary industrials play
that does not bode well for the sp unless they can regraft some synergies through cross selling - or maybe find a new market
BUD Price at posting:
6.9¢ Sentiment: None Disclosure: Not Held