Jamf Holding: Cheaply Valued Amid Tempered Growth Expectations
Shares of Jamf (NASDAQ: JAMF ) are down sharply this year and since my previous write-up last year where I had assigned a Buy rating on the stock. My thesis hinged on revenue growth accelerating to theAn individual investor primarily focused on undercovered companies, with more than 50 companies on my watchlist. My areas include technology, software, electronics and the energy transition. I have been investing my personal capital for over 7 years in a broad range of companies globally. Through my years of a ...