Hello, Ultimate Value readers!
Today, we will take a look at one of the most compelling US-listed opportunities.
While this business operates outside the US, this high-quality, defensible company will likely grow its top line north of 20% for years and is trading at an absurd valuation of 4x EBITDA. [Note: this stock is relatively liquid at ~$7m USD ADTV.]
As the company continues to post solid numbers and show further operating leverage, I believe shares could re-rate to a 10x multiple, and the stock could be worth close to 2x its current price.
Let’s dive in.
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