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Now onto today’s article ⬇️
2 months ago, we posted this write-up
The thesis was simple:
A high probability of doubling in the next 3-5 years based on pure earnings growth.
Digging deeper, management told me:
“What investors miss is our operating leverage. You’ll see it play out in the coming quarters.”
I was skeptical.
This week, the company disclosed its Q1 earnings ⬇️
A +40% EBIT increase compared to Q1 2024, resulting in a record high EBIT quarter since the founding of the company.
At this rate, doubling is not going to take 3 years…
Let’s dive deeper into the earnings report.