Value Don't Lie

Value Don't Lie

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Value Don't Lie
Value Don't Lie
Quick Value #233 - Cheap TechCo
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Quick Value #233 - Cheap TechCo

"Left for Dead" tech co at 9x FCF, net cash, and share cannibal mentality

Sep 03, 2024
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Value Don't Lie
Value Don't Lie
Quick Value #233 - Cheap TechCo
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Today’s idea:

  • Small-cap “left for dead” technology company

  • Growing business (expecting 6% 2024 growth)

  • Share cannibal — repurchased 20%+ of shares since 2017

  • Shares are cheap at <6x EBITDA and <9x FCF with net cash

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