A hidden monopoly promising multi-bagger returns
Pivoting into something wonderful
Sometimes, while digging through the rubble, you uncover a company with a past wasted potential where the stars seem to have aligned for a bright future.
This company:
Has an almost 100% monopolistic position in its industry
Has a new management team that sets ambitious goals
Has divested its non-core business to regain focus
Has a lot of tailwinds behind them
Looks bad on any screener
This last one is important, as the market might not have fully recognized the company’s potential.
Their current revenue is 6 million, but management sees a long-term potential of 300 million.
“You had me at 50x” 😉
Buffett mentions that you don’t need to swing at every pitch. Be ready for when that fat pitch comes into your sweet spot. Sadly, these fat pitches only come around once or twice a year.
I believe this to be one of the best set-ups I’ve seen over the past 5 years.
We’ll assess the company's quality, apply a valuation range, and determine whether management’s claims are realistic.
The structure of this 40-page deep dive (summary inside) looks like this:
Let’s go! ⬇️
If you’re interested in the full deep dive, here’s a 26% discount on our paid offering (available until the 23rd of February)