Sustainable multi-baggers: The art of holding, page-66

I'm not sure CXZ fits your description of a business doing really well. They are clearly struggling with covid's effects, judging by the forward monthly subscription revenue guidance. New car sales are down in the US, and may well remain subdued for the forseeable future - that impacts CXZ's high margin subscription revenue.

I'm not negative on CXZ, and I think it goes a lot higher in the short term due to growing social media interest, big seller being exhausted and a tiny market cap. I might even buy some to flip, even though I wouldn't buy and hold. But this is not a play on long term growth - not until they can demonstrate the ability to secure new customers other than GM. At this stage, growth beyond 2019 levels is a speculative proposition at best.