Quick Value 7.24.23

Energy/industrial service provider at 6.8x EBITDA - growing mid-teens annually since 2016

Today’s post covers a small cap in one of my favorite industries…

I’ve owned and currently own a few players in the space and have followed each of them closely for years. There are slight nuances between each business model but they generally abide to the same investment thesis — stable cash flow, low leverage, capital allocation inflection.

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