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$UG (United Guardian)
A rough go for a lube co
Dec 30, 2022
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2022 in review
A short summary
Dec 22, 2022
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2022 in review
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November 2022
Dow Schofield Watts ($DSW)
Capital light, scalable, low churn, optically cheap, recurring revenues, recession resistant
Nov 16, 2022
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August 2022
Cvent Holding Corp (NASDAQ:CVT)
An interesting exercise in doing a case study for a growth fund
Aug 22, 2022
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April 2022
Pricing Effectively
My notes from a McKinsey textbook on pricing (and why pricing is important now, more than ever)
Apr 6, 2022
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Zigen (TSE:3679)
A platform roll-up with 40%+ ROCE and trading at less than 3.5x EV/EBIT
Apr 5, 2022
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March 2022
Keystone Law Group (AIM:KEYS)
"Show me the incentive, and I'll show you the outcome"
Mar 2, 2022
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January 2022
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…
Jan 28, 2022
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Energy One Limited (ASX:EOL)
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December 2021
OTRS (DB:TR9)
German ITSM software + service provider. ROIC 40%. 91% recurring revs. Founder (70%) led. 30m market cap. 11x EV/EBIT or 2x sales. Value with a…
Dec 29, 2021
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November 2021
Nekkar ASA (DB:0TT)
A market leader in an oligopoly, trading at at an EV/EBIT of 6.6x, with 50%+ gross margins, 50%+ ROIC on its main business arm, with two hidden moonshot…
Nov 15, 2021
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