No clear trade idea was identified in this comment.
Discussion: Can we refocus on undervalued great companies?
Score1
▶ Full Post Text
It's closer to 10 P/E with one time tax reductions.
Their operating margins is roughly 20%, while their margins are closer to 80% as a software business.
Increase operating margins to 50-60% by cutting out bloat and this is easily a 400% increase from here.