Love to hear what the number crunchers think about Xero's results. I confess my spreadsheet skills always seem to fall short due to at least one erroneous number when inputting data from my research. (See previous straws/forum posts by others on incorrect debt, shares on offer, MC etc) bottom line I don't trust my DCF calcs. 
I sold the majority of my holding at ~$70 in March last year. 
I assumed the hit to UK SME was likely to be massive and hence the main driver to growth in subscribers was going to get smashed. 
I was probably wrong.

will be interesting to see how market values XRO in light of this result, inflation fears and rotation into "value companies". 
 

xro has one of the most compelling long term growth stories on the ASX. We are about to find out what price that commands when the froth gets blown off. 
disc: 2.5% holding. (Was 12%)

I know- I also sold out of Afterpay at $27. Genius. 
but held on to Appen. Double genius.