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Michael Bergmann's avatar

Very nice introduction to olo. I like the prospect of those companies, because if the software creates value for their customers, the fees will roll in.

In the other hand this platform doesnt sound like rocket sience and perhaps the biggest risik is that a compeditor will offer a better and cheaper software that undermines olo's prospect.

Does olo have any direct competitors right now?

To me, it sounds like a candidate for constellation Software, doesnt it?

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JJ's avatar

Nice write up. I agree it’s long term look but they have the means and cash on their balance sheet that they will be bought well before then. I say within nxt 2 years we will look back on the shark that ate them. Mr Glass will be a board member on the company who bought them and the rest is history. Question is at what valuation?

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