Plus: Jerome Powell heads to Jackson Hole; and much more!
The fact analysts still expect relatively slower Revenue is a key reason why I am confident on my thesis.
The business momentum is real, everything is accelerating. ~30% Revenue CAGR is a real possibility.
Great post!
Ya, I not in the weeds but seems like with the momentum of the last few quarters they've found another gear.
Don't know too much about the Defense business and how much more room they have to grow there. Seems like it's a bit of a black box.
Does Peter Thiel scare you too? lol
I would be scared to be against him…!
I'd let that man win at checkers.
The fact analysts still expect relatively slower Revenue is a key reason why I am confident on my thesis.
The business momentum is real, everything is accelerating. ~30% Revenue CAGR is a real possibility.
Great post!
Ya, I not in the weeds but seems like with the momentum of the last few quarters they've found another gear.
Don't know too much about the Defense business and how much more room they have to grow there. Seems like it's a bit of a black box.
Does Peter Thiel scare you too? lol
I would be scared to be against him…!
I'd let that man win at checkers.