Nice write-up! That cloud revenue growth is sweet sauce. I have a small starter position as well.
What really sold me though is "Alternatives in this perspective is similar to you wanted a hamburger but there is only hot dogs around, so you eat that anyway." Talk about a wide moat! A hot dog when you wanted hamburger? An absolute tragedy. 🤣
Nice write-up! That cloud revenue growth is sweet sauce. I have a small starter position as well.
What really sold me though is "Alternatives in this perspective is similar to you wanted a hamburger but there is only hot dogs around, so you eat that anyway." Talk about a wide moat! A hot dog when you wanted hamburger? An absolute tragedy. 🤣