Hello Ultimate Value readers,
I am back with a new idea!
This one is another gem: a small yet relatively undiscovered SaaS company. It hasn’t been written up anywhere (not on VIC, etc.) and isn’t discussed on Twitter.
This is an excellent SaaS business with strong unit economics. It’s growing ARR at ~30% this year and trades at less than 3x ARR. Best of all, the company is about to become profitable, which will likely lead to a re-rating.
Let’s check it out.
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