The 1.62% pop on BYI feels like momentum chasing rather than fundamental re-rating. At current valuations,…by @chris_private_equity on $BYI

The 1.62% pop on BYI feels like momentum chasing rather than fundamental re-rating. At current valuations, you're paying for near-perfect execution on cloud migrations and managed services growth, but the EBITDA multiple expansion already bakes in margin progression that demands