Building on past success at Bravura and Trubridge, Pinetree Capital and L6 Holdings set their sights on the next big opportunity: Aptitude Software Group
I like the company but your thesis is effectively ‘pine tree buying more’ as if they could brute force multiple expansion. You say execution dependent but the thesis is clearly just a rerating play.
Sorry but I think this is much more speculation, than it is investment
I like the company but your thesis is effectively ‘pine tree buying more’ as if they could brute force multiple expansion. You say execution dependent but the thesis is clearly just a rerating play.
Sorry but I think this is much more speculation, than it is investment