Founder-led, capital-light, misunderstood margin dip, trading near 4x EV/EBIT with SaaS-like unit economics and a 40% IRR setup
Thanks, interesting. What about the bear case - I think it is lacking. AI article generation: in that case there is no need for Genova to help doing articles. Or because its on the medical doc platform, the moat is the traffic on the platform?
Thanks, interesting. What about the bear case - I think it is lacking. AI article generation: in that case there is no need for Genova to help doing articles. Or because its on the medical doc platform, the moat is the traffic on the platform?