Hi Adu, how do you view the stock based compensation in the overall package for this company? I like the company's outlook but concerned it is revenue growth without bottomline delivery to shareholder eventually.
The great margins on the subscription business will shine through as it grows larger. Since the business is scalable in that way, profitability should come through. Overall, SBC isn't abnormally large and they have a large pile of cash for the current lack of profitability/enough for acquisitions.
Fantastic writeup. I've been slowly building up a position. I agree with you that RSSS is a hidden gem. I want to wait some more to see management continue driving the company in the right direction before I continue to add to my position. So far so good.
Hi Adu, how do you view the stock based compensation in the overall package for this company? I like the company's outlook but concerned it is revenue growth without bottomline delivery to shareholder eventually.
The great margins on the subscription business will shine through as it grows larger. Since the business is scalable in that way, profitability should come through. Overall, SBC isn't abnormally large and they have a large pile of cash for the current lack of profitability/enough for acquisitions.
Fantastic writeup. I've been slowly building up a position. I agree with you that RSSS is a hidden gem. I want to wait some more to see management continue driving the company in the right direction before I continue to add to my position. So far so good.
Yup, its churning out good growth and management has balanced growth with profitability well