bullish
Extreme Networks
SUMMARY
- What I try to look for is the holy Trifecta of value investing: Revenue growth, margin expansion and multiple expansion.
- I think this stock has got all three of them. I think the company has reached an inflection point in the past few years in terms of product and service offering with SaaS revenue of $100m and growing 50% YoY.
- Overall service and subscription revenue being 30% of revenue, up from 24% 3 years ago. With an overall very sticky revenue base with high switching costs.
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