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22rover

10/10/23 8:54 PM

#24168 RE: vCISO #24167

Company was founded in 2017 by Brian Haugli. Yes, the time has come to ramp this business.

Shouldn't be too hard because of. . .
a sorching hot sector.
a healthy Balance Sheet.
Tremendous human capital.

However, there must be some degree of urgency.

Paulson investors are unpleased. Hopefully there isn't anything litigious as a result.

But I feel it's fairly safe to buy at these levels. Stock trades at a ridiculously low 1.5x revenues. Hold your nose and buy? That's up to you. Do your own due diligence.