Stock price when the opinion was issued
Their Q2 earnings beat. A pandemic darling that then crashed. But now it trades at a fair valuation and strong free cash flow. She bought it last September is up 35%. Trades at 16x PE and has a 8% free cash flow yield. Great managers who underpromise, so they will beat their quarter. Has real secular growth.
Has a new CEO since last year and he's aggressively cut costs. Last month, they reported one of their best quarters in years, but shares didn't get any traction.