Jan. 29 at 10:32 PM
$TEAM Does anyone follow TEAM or understand why their GAAP metrics are so trash? SBC doubled when revenue doubled, so they aren’t getting any type of operational leverage. How are they ever going to make GAAP profits? I prefer
$FRSH but they have weaker top line growth (almost 1/3rd of mc in cash tho).
Seems “cheap” here if you’re looking at revenue-EV multiples, but they don’t earn anything when you back out SBC lol