Great piece, and as a value investor, focusing in on what I often look for. A company so depressed valuation wise, that even if maintains it's reduced/distressed 'state' will deliver value/dividend income over the mid to medium term that will exceed the mkt cap/SP purchase price. Thanks for taking the time to write this.
Great piece, and as a value investor, focusing in on what I often look for. A company so depressed valuation wise, that even if maintains it's reduced/distressed 'state' will deliver value/dividend income over the mid to medium term that will exceed the mkt cap/SP purchase price. Thanks for taking the time to write this.
nice, what about ai disruption/productivity risk?
Yep a massive threat, hence trading at 20‑year valuation lows. The thesis is the market has priced this for terminal decline and oversold it.
What is SThree's competitive advantage vs peers and vs LinkedIn, etc.?