Nice one mate! Plenty of revenue growth in there. I think if you can find some winners here it’ll pay off in the long term given how sold off small/micro caps have been.
Non advice obvs. Who are you liking the most from that list?
- I obviously like the ones I've published a deep dive for, with reasons highlighted in the deep dive: IkeGPS and Volpara.
- My upcoming deep dive on Alcidion explains why I think they have some good mid and long term potential, if they can navigate the next year without too much cash burn pressure.
- I think Dropsuite is impressive given the strong growth was organic and achieved on flat margins (no burn)
- Gentrack seems to be showing us it's hitting his strides and has potential for growth consistency.
Tbh, I think the majority of these are good businesses, with potential to be great. I'll keep monitoring closely, so we'll find out which ones make that leap.
Nice one mate! Plenty of revenue growth in there. I think if you can find some winners here it’ll pay off in the long term given how sold off small/micro caps have been.
Non advice obvs. Who are you liking the most from that list?
Thanks mate!
- I obviously like the ones I've published a deep dive for, with reasons highlighted in the deep dive: IkeGPS and Volpara.
- My upcoming deep dive on Alcidion explains why I think they have some good mid and long term potential, if they can navigate the next year without too much cash burn pressure.
- I think Dropsuite is impressive given the strong growth was organic and achieved on flat margins (no burn)
- Gentrack seems to be showing us it's hitting his strides and has potential for growth consistency.
Tbh, I think the majority of these are good businesses, with potential to be great. I'll keep monitoring closely, so we'll find out which ones make that leap.