Joined January 2020
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Feb 16
(1/8) Looking for software-like characteristics, but without the AI disruption fears? Tasmea Limited ($TEA) offers exactly that and more (60% insider ownership, >25% ROIC and a history of tripling EBIT every three years) at less than 13x NTM P/E.
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Feb 16
(1/8) Looking for software-like characteristics, but without the AI disruption fears? Tasmea Limited ($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.
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1
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557
Feb 16
(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.
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