My summary from the meeting was growth and sales tractions still remains slow, while the costs of their solutions are only a tiny fraction of dealerships budgets, their solutions only help with a tiny fraction of dealerships problems and i can't imagine dealerships have much urgency to implement CXZ solutions.

I'm pretty sure I hold a small amount of CXZ in my SM portfolio but none IRL, as of the now there isn't enough growth, I like what Aaryn is doing and the valuation speaks for itself, but IMO given their lack of penetration ex GM it will take a while for their product suite to be filled out and to gain any meaningful sales traction. I think its too early to get a gauge on the returns of their investments and it will take a 1-2 years before we likely know if they are onto something. I will continue to watch closely and hopefully by the time they can gain some meaningful sales traction and momentum Mr Market hasn't caught on.