Kim Bolton Procore Technologies PCOR-N DON'T BUY Feb 22, 2023

Sizeable company at $90B. SaaS, cloud-based construction management. Profitable, but barely. Pretty decent run, up over 25% last 100 days. Fairly valued. Price target is $66.50. A bit rich. He owns ADSK instead.

Kim Bolton

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It is a software company that focuses on the construction industry. It has been a fast growing profitless company and was slow to digitalize.

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Kim Bolton Procore Technologies PCOR-N DON'T BUY Feb 22, 2023

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