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Strategies & Market Trends : Burryology -- Ignore unavailable to you. Want to Upgrade?


To: Sean Collett who wrote (25)5/10/2024 12:49:44 PM
From: Harshu Vyas  Read Replies (1) | Respond to of 39
 
They were a spin off from ZD. I think it's very reasonable. I just didn't get what the company actually does so I couldn't pull the trigger. Still don't. But the valuation is cheap. If someone can explain why margins are so high and whether they can be sustained, I'll probably buy shares.

Not at all worried about SBC - not when they're going to buy back shares and retire debt.