Replies to post #81 on Equity Field Notes from temporal sources

[DanWebzster]

ATTO is a Brazilian CRM that has recently returned to rev. growth

4th largest CRM in the world.

Bain sold 25% of their holdings in 2017 and it still owns 2/3 outstanding shares.

TEF is a 40% customer

In Q4/2017 they lost a non-adjusted .12/share and missed estimates by .03/share.

Hopes that this share price will grow are pinned on Brazilian economic growth and customer diversification. I see the Bain holding as a giant headwind.

I would consider shorting this above 12.