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Special Bonus: Why SiteMinder Could Be the Most Misunderstood Stock on the ASX
Season 1
Episode 208
Published 1 month, 2 weeks ago
Description
SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.
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