aquaArts studio/E+ via Getty Images I recommended Cantaloupe (NASDAQ:CTLP) to SeekingAlpha readers in February. FY24 Q3 results came out this week, so I'm writing to update my thesis. As of writing, with shares up over 10% since results were announced, the stock is down a few percent since my recommendation, underperforming the S&P's 5% return. After reviewing the results, I think that the thesis remains intact. I am noting the underperformance in the subscription segment, which was the core of my thesis, b ...