A microcap monopoly accelerating growth
2 days left on our 25% discount
I’m writing this from my Airbnb in Omaha, jetlagged. So if some words seem like gibberish at a certain moment, you know why.
My highest conviction bet just released its half-year results, and everything is going according to plan:
17% revenue growth
Massive investment in growth
Comfortable cash position on the balance sheet
No debt and multiple indicators their strategy is working
I’ve you want to reread the full deep dive, here it is
And there’s one indicator in the report that I believe the market is unaware of
Let’s go!
We’re currently running our Stars of Omaha discount week, so if you want to keep reading and read all the other articles, you can claim it below. (Only 2 days left)