Opera Limited: Don't Get Too Excited With The Growth Rates - Unless You're A Credit Risk Investor

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About: Opera Limited (OPRA)
by: Stephan Otzen
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Stephan Otzen
Long only, value, Growth, long-term horizon
Summary

Opera Limited has shown tremendous growth during recent quarters.

But investors should thoroughly analyse the actual mix of the business - I don't think Opera Limited is a "tech company" any longer.

Opera Limited is a very interesting enterprise, but, in my view, currently, the risks outweigh the possible returns.

Opera Limited (OPRA) has received a lot of attention recently for its massive revenue growth (e.g. 119% YoY in 3q19). With the stock price down some 30% since the 2q19 numbers, investors may