What is the strongest possible argument for a positive outlook on Pilot now valued at $1.2 billion?

The market is pretty good. Almost all companies need some form of bookkeeping and accounting help. 

Pilot is one of the more premium players. They've been growing pretty quickly, but the monthly subscriptions that Pilot and inDinero have are here to stay. They work really well. They help make margins. They grow. 

For inDinero, we got margins close to 50%. I don't know about Pilot's margins, but they can probably do pretty well as well.