Trading at less than 15X fwd EV/Sales, far too cheap given TAM and upcoming revenue growth.
Wall St. isn't appreciating Livongo addition - which will change when upcoming quarters reveal numbers.
Ark has been loading the boat... π€
π½
Ivor Cummins BE (Chem) is a former R&D Manager at HP (sourcre: https://t.co/Wbf5scf7gn), turned Content Creator/Podcast Host/YouTube personality. (Call it what you will.)
— Steve (@braidedmanga) November 17, 2020