Via Transportation: Large TAM And Solid Moat

I give a buy rating for Via Transportation, Inc. (NYSE: VIA ) as I am bullish about the scale of the addressable market and VIA's moat. With its end-to-end solution, increasingly better data moat, and efficient GTM strategy, it should beI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, ...