Great post, great company! I appreciate that you've shared your view on Shelly Group, and it's super interesting to see that there's great technological companies in Europe as well. It is a bit to much of a hefty growth play for me right now, but definitely one I'll keep my eyes on :)
If I were to add a slight style feedback: Would love to have more graphs of EPS growth, FCF/NOPAT and other key metrics a bit further up in the article (I noticed on Twitter that you wanted any feedback) - however I got what I wanted when I got to the valuation part.
Thank you!!!! Feels amazing to have someone reading my work haha. You are completely right, it is a high risk-high reward growth play, definatelt a ride :) Thanks for the feedback - completely makes sense, will take into account in other deep dives! 😄
Great read!
Great research - I am actually meeting with the management team Monday. Perhaps we can compare notes after.
Great post, great company! I appreciate that you've shared your view on Shelly Group, and it's super interesting to see that there's great technological companies in Europe as well. It is a bit to much of a hefty growth play for me right now, but definitely one I'll keep my eyes on :)
If I were to add a slight style feedback: Would love to have more graphs of EPS growth, FCF/NOPAT and other key metrics a bit further up in the article (I noticed on Twitter that you wanted any feedback) - however I got what I wanted when I got to the valuation part.
Thank you again!
Thank you!!!! Feels amazing to have someone reading my work haha. You are completely right, it is a high risk-high reward growth play, definatelt a ride :) Thanks for the feedback - completely makes sense, will take into account in other deep dives! 😄