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Simon Severino | The Sales Booster @simonseverino on x 2306 followers
Created: 2025-06-05 08:07:38 UTC
Feel like I missed $HOOD and $SPOT and $NBIS
But then a rational look on ROIC and growth:
HOOD is growing fast but not that profitable
SPOT is very profitable but not growing much
NBIS is still at concept-level, pre-margins
$HARVIA $GOOG $AMZN $WTC $FICO $RACE $HGT $BKNG $LMN $TOI $NOW $PLTR $ANET $AON $MELI $APH $NU $KLAC $BESI
XXXXX engagements
