Jake Browatzke 🚀
Jake Browatzke 🚀
ZETA+0.13%
$PATH is guiding for net new ARR growth to return to re-acceleration by Q4. I totally understand wanting to wait, but you won't be buying the stock at $13. If you're okay with that and want to be absolutely sure, waiting for the Maestro story to play out will still yield you incredible returns. But missing the first 2x turns a 100x into a 50x. Also, I want to stress that this is one of the most trustworthy managements out there. I've been following them for several years. When things were about to get worse in 2024, @danieldines clearly told us he expected continued deterioration. So when he's talking about customer demand for automation like they have never seen before, and guiding that ARR growth deceleration is coming to an end. I promise you that it is.
WealthyReadings
WealthyReadings
Finished looking into $PATH: I’m not convinced, mainly due to ARR dollar growth deceleration. I understand the bull case. But until the data backs it up, I’ll stay out. That said, $PATH has one of the best chart on the market and reports next week. Now onto $ZETA. Which one should I check next?
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