- An integrated strategy across mailchimp <-> Quickbooks <-> Credit Karma <-> Turbotax
- It's taking longer than usual, cross-selling and networking effect between platform isn't meaningful despite lot of efforts.
- Valuation has always been rich but law of large number is coming to bite them. Earnings are expected to grow at a lower rate next year.
- Premium multiple needs to be moderated to account for slowdown in growth.
- It's taking longer than usual, cross-selling and networking effect between platform isn't meaningful despite lot of efforts.
- Valuation has always been rich but law of large number is coming to bite them. Earnings are expected to grow at a lower rate next year.
- Premium multiple needs to be moderated to account for slowdown in growth.
ノート
Fundamentally,Year | 2026 | 2027 | 2028
EPS | 23.09 | 26.43 | 30.48
EPS% |14.86% | 14.47% |15.34%
Any company growing eps mid teens with some brand value and a moat deserves a forward p/e of 20. But
Fair Stock value
Year | 2026 | 2027 | 2028
price | $577 | $660 | $762
トレード終了: ストップロスに到達
- covered short, ノート
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