According to @StockMarketNerd, the investor disclosed a new mid-cap holding and an updated performance review, citing category dominance, a free cash flow growth multiple under 1x, ongoing total addressable market expansion, and substantial cross-selling runway as core drivers of the thesis (source: @StockMarketNerd). The source emphasizes valuation via the sub-1x FCF growth multiple as attractive, positioning the company as a quality-growth compounder supported by durable advantages described as a real moat (source: @StockMarketNerd). The source identifies TAM expansion and cross-selling as operational levers to track for revenue scaling and wallet-share gains, reinforcing the conviction behind initiating the position (source: @StockMarketNerd). The source does not mention any crypto or blockchain exposure or market impact, indicating the update is focused on an equity allocation rather than digital assets (source: @StockMarketNerd).