May. 22 at 5:34 AM
$NXDR an excellent fit for
$AMZN,
$WMT,
$TGT $UBER, etc. Ring (or other) bolt-on ecosytems, packaged and food deliveries, home improvement, realty and the like. FWIW, Ring was aquired at 1B in 2018 with far fewer verfied accts . Since then there a double digit camera security knock-offs. The moat at Nextdoor is solid and resides in communities with higher incomes. App and site far from perfect but value prop is there. Headcount not hardware, folks.
$NXDR Massively undervalued.
