May. 28 at 9:00 PM
$RPAY Nice rally building here - I think it's possible to hold this into y/e as the 2H may see a resumption of growth and comps are easy for sure. Could get to the
$8S which would be the second time in 2 or so years that I doubled my money on this one. I think some algos think it lends money or something whereas it is really a processor and software company - deserves to trade in the mid teens ev/ebitda if they can do high single revs over time. Recent growth had some idiosyncratic headwinds but market treats it as terminal