BO
Boetie B.@braai_boet·Bullish
Grabbed some KRO at R1031 because the logistics software play is sitting on a P/E that doesn't reflect the revenue growth they're posting, and if they keep executing on that SaaS margin expansion it could run hard.
Grabbed some KRO at R1031 because the logistics software play is sitting on a P/E that doesn't reflect the revenue growth they're posting, and if they keep executing on that SaaS margin expansion it could run hard.