Savvy Trades and Investments

[SSKILLZ1]

PRTH

I have to be honest, when I seen the quarter. I thought the stock would do nothing. I didn't think the stock who was down from the $12 earlier in the year need to drop that much. But this market doesn't care about valuation it cares about top line growth, and decided yep 8-10% is a drop off, but they were never growing the top line at 12-15% it was 10-12%, they hit the high end of guidance now they are essentially at the low end of the old guidance, yet the stock has fallen off a cliff. at a multiple of 4 times for a earnings grower that will probably be somewhere in the teens on the earnings levels going forward. They also said high single digit revenue growth for FY 26 as well in the CC, with margin expansion which to me means a faster growth on the bottom line probably somewhere in the teens, trading at a multiple of 4x seems mispriced too me but what do I know. As for the weakness in spending how can we be surprised, they are not the only one that mentioned that, the impressive fact is they are still growing decently with broader economic weakness, hence they have upside to there growth rate if the economy actually picks up. All is just my opinion, and I could always be wrong though.