Well Updater will need to blow expectations away for another 5...

Well Updater will need to blow expectations away for another 5 quarters straight in order to justify their current MC.

The problem is you will not really know if UPD are achieving this because resent acquisitions can hide the true growth of the business. That means UPD may produce a rosy 4c for the next few quarters but it will be difficult to know where the revenue is coming from.

And whether i'm long or short is irrelevant - it is about objectively reviewing a company.