Believe in Long Term investment thesis
I think this drop will be temporary as mr.market reaction against strong & legit earning report on 4NOV
I don't believe YoY growth +193% on Revenue mean nothings. Despite organic growth +57% , it's still impressive.
Next move LSPD is going to gain margin from LightSpeed Payment (in-house solution) , also debut of Lightspeed Capital will do the same pattern of FinTech's playbook like Alipay , Square , StoneCo , Mercardo Pago. Soon 1-2 year from now this company will reach to somewhere profitable and grow with high pace.
noted on 4 Nov '21
been added more position on range 68$-72$ , exposure size 12% of GMH portfolio
Expect terminal growth in next 3-5 year will drop to 30-40% YoY on Revenue while generating cash flow from operation.
Acquisition of Ecwid is what I think it's a game changer.
Overall execution , I still give credit to Dax Dasilva and his management.
Looking forward to see when revenue reach to 1B level in next couple year.
and let's see how long does share price recover back over 100$ range
I don't believe YoY growth +193% on Revenue mean nothings. Despite organic growth +57% , it's still impressive.
Next move LSPD is going to gain margin from LightSpeed Payment (in-house solution) , also debut of Lightspeed Capital will do the same pattern of FinTech's playbook like Alipay , Square , StoneCo , Mercardo Pago. Soon 1-2 year from now this company will reach to somewhere profitable and grow with high pace.
noted on 4 Nov '21
been added more position on range 68$-72$ , exposure size 12% of GMH portfolio
Expect terminal growth in next 3-5 year will drop to 30-40% YoY on Revenue while generating cash flow from operation.
Acquisition of Ecwid is what I think it's a game changer.
Overall execution , I still give credit to Dax Dasilva and his management.
Looking forward to see when revenue reach to 1B level in next couple year.
and let's see how long does share price recover back over 100$ range
Trade active:
Increase position again at 50$ on 1 DEC 2021