I am in the MSP/EMM business in Europe. Unica product: Affinium and their people far outrank their peers.
Companies with P/E of 200+ have a lot of work to do: they have to grow or improve their OM/ROE to justify the PEG and P/E they are getting. If they had a unique product in an untapped market, then that would be one thing. In this market, though, I'd… More