US small/micro cap (Quick Pitch)
60% EBITDA 3y CAGR on 9x trailing EBITDA and recurring revenue model
I want to briefly cover a company I recently encountered. There are some things I don’t fully understand and some open questions I have. The company does some compelling work, however, even though future growth won’t be at the same 60% EBITDA CAGR level.
Here are some other quick pitches:
