Tiny companies can grow into giants—and just a few winners can drive exceptional returns. Discover why Small Cap Quality Stocks consistently outperform, and how to spot them early. “Tiny Titans” launches Sept 16.
@compounding quality Can you share your deep dive in 2014 that led you to buy the shares ? When looking at the 10 year period before 2015 revenue growth was non existent. On the other hand gross en operating margins were improving and ROIC kept the whole time above 25 %. At the same time allmost all the eps were used to pay out a dividend. Capital expenditures were low. But how could you see an 10X in revenue for the next 10 year, or didn't you ? More generally, what elements did you give that deep conviction that this company would have tremendous upside ?
Kon het niet laden maar is ok nu
@compounding quality Can you share your deep dive in 2014 that led you to buy the shares ? When looking at the 10 year period before 2015 revenue growth was non existent. On the other hand gross en operating margins were improving and ROIC kept the whole time above 25 %. At the same time allmost all the eps were used to pay out a dividend. Capital expenditures were low. But how could you see an 10X in revenue for the next 10 year, or didn't you ? More generally, what elements did you give that deep conviction that this company would have tremendous upside ?
I saw it as a company like Philip Morris: serious pricing power and very loyal clients. It’s a very attractive combination for investors.
Unfortunately, I don’t have the full investment case I wrote 10 years ago anymore.
I can't download the pdf
Which error message do you receive?
Hi,
When will we be able to join/suscribe to Tiny Titans?
Regards,
Hi Adolfo,
You are currently on the waiting list. Tiny Titans will launch on the 16th of September!