“My rough mental framework is if a company is over a hundred million dollars in revenue and they have profitability, if you're growing at more than 30% year on year, you have the right to trade at a revenue multiple.”

“I assumed revenue would continue growing at a rate of about 15%… margins to expand from 20.6% to 21%… EV to EBITDA multiple about 15 times… base case price of about $215”

“…they really refer to like a multiple, an EBITDA multiple… then you add enough variables and you're back to a discounted cash flow model.”

“We try to look at both revenue and EBITDA and in some cases even gross profit just to get our orientation, our bearings about us.”

“The company's recent fiscal second quarter report showed revenue growing 18% from a year ago... management raised guidance for the full year, calling for revenue and profit growth of 15% and 14% respectively”