RE: What if covid situation improves from hereon?7 Oct 2020 14:50
@wyndrum look back at the last two years of interims and then finals. They seem to constantly down play their interim expectation, but near enough every time interim growth matches final result.
I will be honest, I care much more about social sentiment, search and YOY growth than anything else. Being in tech, I generally believe if those aren't dropping off of a cliff, the rest will follow. Personally, as long as I am beating the Nasdaq and SMT by a decent enough margin then I am generally happy and don't bother to go into to much detail of what if they got x% extra revenue over current period, as a lot of the time with tech the price depends on how much the business can disrupt traditional industry and is it placing itself to do so.