Special Bonus: Why SiteMinder Could Be the Most Misunderstood Stock on the ASX
SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted. Join us on Substack for articles, news and more: https://www.thecontrarianspod.com/ Thanks to our sponsor Acquire Intelligence - visit https://acquire.ai/contrariansSee omnystudio.com/listener for privacy information.
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