TMO

0
0

Hello, Dan

Do you have any thoughts on this particular company? Thank you

Marked as spam
Asked on February 12, 2025 10:28 am
34 views
0
Private answer

The company benefitted substantially from the pandemic and is now in a bit of a lull. It can't seem to grow revenue over and above 2022 levels, likely because of the big slowdown coming out of COVID.

The company is expected to return to growth next year but I'd still view the valuation here as a bit expensive. You can buy a higher margin, higher growth business like Alphabet for example for a cheaper multiple.

Marked as spam
Posted by Dan Kent
Answered on February 14, 2025 9:06 am