I was just hoping to generate some discussion on this company.
The company was recently hit by a short report alleging that they over hyped their AI and downplay their physical stores….which is true. They really do.
However, their financial performance isn't on question, and it's been great. Growing earnings at over 25% annually, and are forecast to continue that.
They have a net cash balance sheet and trading at 20x EV/earnings. This yields a PEG below 1. They put up a 25% ROIC, gross margins of 71%, and a FCF margin of 18%.
I was just looking for any opinions on the name, I have no position as of writing.
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