55% revenue growth, 158% expected return. I’m buying.
I love niche companies
My week in Omaha cost me about 4000 USD.
And in that week, I heard pitches from over 30 companies. So I figured, if there’s one killer pitch in there, and it can make me some money, I should quickly be able to break even, or more.
I’m joking. I consider the ROI to be infinite, based on all the incredible people I was able to meet.
But did I find that one fat pitch?
I think I did.
It’ll become obvious when you see the numbers:
3-Y revenue CAGR of 55%
3-Y diluted EPS CAGR of 160%
No, that’s not 160% total, it’s CAGR. I’m not joking.
It generates 1.2M USD revenue per employee (not OnlyFans levels just yet, but very decent)
This company has no debt.
Yeah, but this company is expensive, right?
Finchat says consensus EPS growth is estimated at 40 %+, which means it’s trading at a PEG of 0.4.
Mr. Lynch would consider this cheap.
I would agree with him.
In addition, what this company is selling is related to my favorite dish on earth. (Our national dish, mussels with French fries)
Ok, enough of me yapping around, let’s dive into this gem, and explain you why I took a position.