Growth continues to slow despite promises to the contrary
Bob,
Thanks for sharing your analysis. I always look forward to your mails.
The short interest seems quite high at ~10%.
What do you think the short-sellers are looking at?
Thanks
Probably part of the thematic trade of short software and long AI infrastructure. Although not as high as PAYC, many of the other payroll names have short interest at MSD or higher and then a name like TOST is >8%.
Bob,
Thanks for sharing your analysis. I always look forward to your mails.
The short interest seems quite high at ~10%.
What do you think the short-sellers are looking at?
Thanks
Probably part of the thematic trade of short software and long AI infrastructure. Although not as high as PAYC, many of the other payroll names have short interest at MSD or higher and then a name like TOST is >8%.