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Mips AB (publ)
Video analysis: MPZAY
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News: MPZAY
Dividing Our Idea Funnel: Four Moves That Are Nicely Spread
AI is unquestionably driving demand for GitLab's offerings, but there is concern around its traditional per-seat pricing model versus a consumption-based model. We acknowledge some of the risks Adobe faces, but at a P/E of sub-10x and a FCF yield north of 10%, the market is pricing the stock as a melting ice cube while growth is still right around 10%. We bought Adyen at a mid-teens EV/EBITDA and a P/E just north of 20x, while growing upwards of 20%.
Mips AB (publ) (MPZAY) Q2 2026 Earnings Call Transcript
Mips AB (publ) (MPZAY) Q2 2026 Earnings Call Transcript
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