1/10 Thread on $ENV

I was curious on ENV since $V acquired Plaid in January for $5.3 Bn at &gt;20x revenue. 

Yodlee, a Plaid comp, posted $190 mn revenue last year. Yodlee is just ~20% of ENV's revenues. ENV's mcap is only ~4.6 Bn. And there are some talk about Yodlee sale.

Buy?