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Kevin Borg's avatar

Awesome info as usual CQ, thanks.

Kev

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Compounding Quality's avatar

The best is yet to come!

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Kevin Borg's avatar

Hey Pieter did you get my email ok?

Kev

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Six Bravo's avatar

We love these articles. You always give us companies to dig into. Thanks CQ!

Here's one of our favorites: OTCM

RIOC: 56%

Insider ownership: 35% (Plus an additional 7.5% is held in a trust for the CEO's wife and children. Talk about skin-in-the-game.)

Here's our first post on OTCM:

https://specialsituationinvesting.substack.com/p/otc-markets-group-b1f#details

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Hesham Naser's avatar

Great article

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Compounding Quality's avatar

Thank you, Hesham!

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Investfocus's avatar

Would prefer „FCF Yield“ in your next post instead of „earnings yield“ :)

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Compounding Quality's avatar

Very good and fair point. The FCF Yield is a better metric compared to the earnings yield.

I used earnings yield in this one because FCF Yield Data in Bloomberg gave quite some errors.

We'll use FCF Yield in the future!

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Pankaj kumar's avatar

Thanks sir

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Feb 21, 2023
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Compounding Quality's avatar

I know Rollins but think they're a bit too expensive given their future growth. I've never heard about Pegasystems. I'll take a look at them!

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