🎁 Buying this stock
The Berkshire Hathaway of SaaS
Hi Friend 👋
Tomorrow, I am buying a new stock for Our Portfolio.
It’s set to become the Berkshire Hathaway of Software
Our Next Big Move
On Monday, we're investing 5% of our portfolio into a company that embodies the essence of a Compounding Machine. 🚀
Why This Company Stands Out
Our Next Buy is a serial acquirer of Vertical Market Software (VMS) businesses in Europe.
A VMS business creates software designed to solve the unique needs of industries. As a result, they usually dominate a niche market because their products are hard to replace. These companies typically sell their software through long-term subscriptions or licenses. 70% of Topicus’s revenue is recurring in nature.
The company is an owner-operator with significant growth potential. They aim to reinvest most of their Free Cash Flow in acquisitions with a high ROIC. That’s exactly how compounding machines are created.
Our Next Buy has a decentralized structure. This allows acquired companies to keep their independence, identity, and culture. The acquirer provides them with all the resources while the acquired company keeps running independently. A win-win situation.
The CEO and his wife still own 30.9% of the company. The family has a very long-term mindset:
“We don’t think in terms of five years, we think in terms of generations. Our focus is on building companies that can reinvest their cash flow in new growth opportunities and thus achieve a leadership position in their market segment. We call them compounders. Building such a compounder is difficult, it is time consuming. But we have plenty of time.“This company has a moat based on switching costs. Their service is mission-critical and costs <1% of revenue for customers. That’s why most customers are very loyal.
The company has grown at very attractive rates in the past. In the past five years, it has doubled its revenue every three years!
The future still looks bright too for the serial acquirer. We expect them to compound at very attractive rates in the future.
Our Action Plan
We're buying this stock at the market open tomorrow.
Allocating 5% of our portfolio to this opportunity.
Join Us on This Journey
This investment isn't just about potential returns.
It’s about executing on our proven investment philosophy:
🔑 Wide Moat
👩💼 High Management Integrity
💵 Great Capital Allocation
These pillars have helped us consistently outperform the market and build lasting wealth.
Don't Miss Out
Opportunities like this are rare. By acting now, you can position yourself to benefit from this potential compounding powerhouse.
👉 Click here to access the full investment case
100% Money-Back Guarantee
You have a full 90 days to check out Compounding Quality.
if you aren’t completely happy, for any reason at all, let me know. I'll refund every penny you've spent on the subscription — no questions asked.
All the research you receive is yours to keep, of course.
Everything In Life Compounds
Pieter