Top member reports
Company Report
Last edited 4 years ago
PerformanceCommunity EngagementCommunity Endorsement
ranked
#83
Performance (67m)
17.8% pa
Followed by
252
Straws
Sort by:
Recent
Content is delayed by one month. Upgrade your membership to unlock all content. Click for membership options.
#Bull Case
stale
Added 4 years ago

MMM is CF and EBITDA+ in 2Q as the business accelerates. Followed HFG to a tee as it when through the same phase. Downvoter of the analogy, apology accepted. 

#Bull Case
stale
Added 4 years ago

CV will acclerate adoption and inflection in the business model. 1Q prelim results from HFG were a ripper with revenue up 66% PcP with a surge late in the period driven by CV shutdowns. MMM is experiecning the same. In terms of timeline, MMM is trailing HFG by a year which is illustrated in the attracted graph.