May. 7 at 9:22 PM
$BILL Think stock was down post mkt initially because the big buyback means they are not selling themselves. The quarter seemed fine, guide seems fine.
$1BN buyback is a quarter of the company. Cutting all that staff as painful as it is is what gets the margins up to where they should be. I took up from position from modest to normal after market here. Let's face it, why accept a
$65 offer when you can maybe get
$85 in a year or so when the market psychology changes
