I'm hoping you see this message, and that you're still involved here, as the other authors on IMXI don't seem to be answering questions.
Looking for an entry point and was wondering if you see a... login to read the rest
IMXI continues to throttle the competition in profitable growth, as rolling sales growth has now accelerated to 28% with margins staying in the 19% range even as they aggressively spend to build out their digital... login to read the rest
Stock is now at `1.3x sales, 6.5x NTM EBITDA, ~9x FCF with sustained 20%+ growth and 18%+ EBITDA margins. Rule of 40 is 44%. Not sure how many more 20% growth quarters they will need to show... login to read the rest
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