Makes a good case but just too easy to scalp this on the long side!
He is right of course on every fundamental measurement. The problem is no one care about fundamentals until after stocks blow up.
My guess is Netsuite only drops into the forties when it cracks.
You mean that Indian guy who can spell a single sentence in English, and looks like he hasn't bathed in a month? Yeah, right. Whatever.
Seeking Alpha has cost a lot of people dearly with their consistently wrong positions on N. They have no accountability at that rag. A bunch of grad school #$%$ with a slide rule. They're pathetic.
Sentiment: Strong Buy