Grid Dynamics (GDYN)
Grid Dynamics is an underfollowed technology services provider with "SaaS-like" revenue retention and even better profit margins.
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Vertiv Redux For Another Win Paid Members Public
DocGo $DCGO Paid Members Public
DocGo $DCGO has earned another look after the recent share decline. Our estimates suggest a good deal of upside and an undervalued situation. This post goes through our initial case and cut at the numbers for Q4 and 2023.
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