first of all thank you for your complete and very clear monthly reports. It's always a pleasure to read them. I see that zoominfo has been on your radar for several months but you have never taken any positions. I wish I knew why? Indeed they are showing good growth and higher margins and a better valuation than most of your other positions. Is it just about the narrative of the company and the innovation in this sector?
Hi StockNovice,
first of all thank you for your complete and very clear monthly reports. It's always a pleasure to read them. I see that zoominfo has been on your radar for several months but you have never taken any positions. I wish I knew why? Indeed they are showing good growth and higher margins and a better valuation than most of your other positions. Is it just about the narrative of the company and the innovation in this sector?