Tiny Ltd V.TINY

Presentation Deck

[ace1mccoy]

Featured on the Website

[Stuator]

This looks promising but also expensive at the moment.  It's trading at 50x EBITDA or 20x sales. It seems expensive. But I’m open to be proven wrong though.  

[Leafs4Life]

20x sales is not expensive for the sector its in (unless the entire sector is overvalued - which is a distinct possibbility) Shopify is 47x sales Zscaler 49x sales Fastly 26x sales Datadog 44x sales There are a dozen more. Most of these SaaS companies have a higher mix of recurring revenue in their sales but if WE continues to grow rapidly they should be fine unless the market decides to re-rate

[freeradical1]

I think the Stamped acqusition looks promising. YoY organic growth was 100% which matches that of Shopify. The problem with the Wecommerce core business is that it is varied and not growing anywhere near that of Shopfiy or Stamped so I have to wonder how coupled it is to that ecosystem. In addition, the agency business has an entirely different value then that of subscription so it is hard to