Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
Is the US Business a Capital Light Business?
The US business has gone from nothing to, I think it was about 7% of the revenue in the last quarter. They're approaching it in an interesting way. And they would also, as you said, these are IRR-driven investors. So even if they thought to themselves, hey, it would be better to wait 12 to 18 months to run this process, get the turn around, get the financials a little bit more juiced, I would bet because this is a capital light business that is right on the verge of hitting all their financial and leverage targets.
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