Quiet Compounders

(1/8) Looking for software-like characteristics, but without the AI disruption fears? Tasmea Limited ($TEA) offers exactly that and more (60% insider ownership, >25% ROIC and a history of tripling EBIT every three years) at less than 13x NTM P/E.

Read more: beyondthecrowd.substack.com/p/tasmea-limit…

(8/8) Tasmea trades at 13x NTM P/E, which is too cheap for the quality and growth. It’s not hard to see a path to >20-30% earnings growth. A re-rating wouldn't be unlikely as inferior peers (lower growth, margins an ROIC) trade at more than twice the multiple.

(1/8) Looking for software-like characteristics, but without the AI disruption fears? Tasmea Limited ($TEA) offers exactly that and more (60% insider ownership, >25% ROIC and a history of tripling EBIT every three years) at less than 13x NTM P/E.