Dramatic January run-up renders Q2 fairly (if not richly) valued at 9.8x forward EV/revenue. No expectations in the short-run are warranted.
On balance, it's a tough call, but I am going to hold despite the run-up.
Their platform and analytical capability give them an enviable foothold in a dynamic fintech ecosystem.
Fintech makes me dizzy
Fintech is turning an aggressive corner, and while opportunities abound, on balance, I think it's going to be hard for public company investors to parse winners from losers. The reasons are