The market continues to be messy, but we’re going to take a partial swing at a profitable software company playing in a big, growth market – cloud services.
This company is like a smaller version of Amazon Web Services and Microsoft Azure. But without all the other parts of those much, much larger companies.
We may be a bit early. But we’ll manage that risk by taking a half position in a company that’s likely to grow above 30% for years and is very profitable.
Enjoy!