Very well written deep dive. Honestly I wasn't aware of this company, and I've been very impressed with them from what I've read so far. Thanks for bringing this to my attention.
Glad you provided sensitivity analysis for the valuation, as that provides good guide posts.
Integration of acquisitions is always a risk. Do you have any insights into how the previous acquisitions have integrated so far, especially in terms of systems and cultural fit?
Good
Nice write up! What impact do warehouse automation systems like Autostore and Ocado have on Zebra if any?
Very well written deep dive. Honestly I wasn't aware of this company, and I've been very impressed with them from what I've read so far. Thanks for bringing this to my attention.
Glad you provided sensitivity analysis for the valuation, as that provides good guide posts.
Integration of acquisitions is always a risk. Do you have any insights into how the previous acquisitions have integrated so far, especially in terms of systems and cultural fit?