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2022 in review
A short summary
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Feathertop Capital
Dow Schofield Watts ($DSW)
Capital light, scalable, low churn, optically cheap, recurring revenues, recession resistant
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1
Cvent Holding Corp (NASDAQ:CVT)
An interesting exercise in doing a case study for a growth fund
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Pricing Effectively
My notes from a McKinsey textbook on pricing (and why pricing is important now, more than ever)
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Zigen (TSE:3679)
A platform roll-up with 40%+ ROCE and trading at less than 3.5x EV/EBIT
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2
Keystone Law Group (AIM:KEYS)
"Show me the incentive, and I'll show you the outcome"
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1
Energy One Limited (ASX:EOL)
An Aussie SaaS microcap, growing organically and by M&A in a niche. Strong management with high insider ownership. 82% recurring revenues, low single…
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1
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