Portfolio Update - New Position
Why I opened a position in this Company
A couple of weeks ago I opened a new position in which I have high conviction for the upcoming years. I believe it’s also a great diversification play, as it as non-US focused company.
Some highlights:
10 year revenue CAGR: 59.2%
EPS fwd 2 year: 134%
Forward PE: 31.1
PEG Ratio 0.50x
Turned profitable end of 2024
Moated through different flywheels interconnected with each other.
Here is why I believe this is a great investment:
