RE: Cashflow from operations expected to surge ahead26 Jun 2023 16:01
On pretty much every metric we are at the top of the value cycle as long as earnings don't get crushed. I believe with the AI threat, the area of the market we are working in, our expertise holds up better than other parts of the advertising industry.
This is a multi year story. On that level it feels like it's time to accumulate. The reward outweighs the risk on a long term cycle.