@Gnarrwall Good question, and thanks for the kind words. I have been disappointed in how $NNDM has traded, and it is too bad Desktop Metal didn’t work out differently, but there is strong cash and asset value at the company so it should ultimately be OK.
My view on $CXM is I’m paying very little / nothing for an option that things get better over the next 6-12 months. The new CEO has a decent track record and he has been hard at work. I would think private equity would easily pay 3-3.5x revenues, or around $12-14 per share, if he can’t figure it out.
$CXM reminds me a bit of $YEXT when it was trading $4-6 per share— except $CXM is a better biz with better metrics and more scale. $YEXT recently got a $9 take private offer from its CEO.