No qualifying author-owned investment thesis was confirmed in this post.
no investment thesis
Score24
Comments54
▶ Full Post Text
I started to do some research here, as things are becoming looking attractive. The financial part and model is straightforward. It is rather what is in the bag. It is 1000+ companies BU = business units. First question would be anyone has an estimation here or better number (culture is secretive, they don't publish). I'd guess \~1200.
I collected \~500 already in a list and I plan to do qual analysis. Any volunteers who feel the boogie doing it?
(Basically, I did \~40 hours deeper look so far, it looks promising, but needs more work.)