President Trump's tariffs (and Canada's counter-tariffs) have made the headlines almost daily over the last few months. During such a period of volatility, I'm sure the question on everyone's mind is: What should I do?
FYI, Canada has a lot of support among Amricans. (i lived there a few years myself).
brookfield's mark carney is leaving to become Canada's next PM and deal with trump. carney also has experience as Bank Governor for 2 nations ; this is bringing a bazooka to a pillow fight.
on top of that, the Canadian people seem pretty tired of all MAGA\musk agendas. they seem willing to take the pain of keeping their tariffs in place for some time until flops stop and someone (else) is leading serious negotiations and not pimping propaganda.
but hey, at least there is trumpcoin for american retirement, and~40 fewer lbs of northern fentanyl.
Hey Adam, yeah I've looked into it a little bit last year. The FY24 results look decent! That said, at 3x revenue, 4x ARR and 13x EBITDA for a business growing ARR at 13-15%, it seems relatively fair to me. What am I missing?
I would read through the recent deck and also note past comments on future SaaS ARR growth. They are currently transitioning to their partner led sales model, which is going very well, along with capturing new whitespace which is going to accelerate growth above 30% by 2026-27.
FYI, Canada has a lot of support among Amricans. (i lived there a few years myself).
brookfield's mark carney is leaving to become Canada's next PM and deal with trump. carney also has experience as Bank Governor for 2 nations ; this is bringing a bazooka to a pillow fight.
on top of that, the Canadian people seem pretty tired of all MAGA\musk agendas. they seem willing to take the pain of keeping their tariffs in place for some time until flops stop and someone (else) is leading serious negotiations and not pimping propaganda.
but hey, at least there is trumpcoin for american retirement, and~40 fewer lbs of northern fentanyl.
Have you ever looked at Sylogist? A very nice entry point right now if you ask me.
Hey Adam, yeah I've looked into it a little bit last year. The FY24 results look decent! That said, at 3x revenue, 4x ARR and 13x EBITDA for a business growing ARR at 13-15%, it seems relatively fair to me. What am I missing?
I would read through the recent deck and also note past comments on future SaaS ARR growth. They are currently transitioning to their partner led sales model, which is going very well, along with capturing new whitespace which is going to accelerate growth above 30% by 2026-27.