High ROC and high growth are needed for long term compounding
I'm currently researching ATOSS Software, which employs a SAAS model to help their clients optimise their workforce.
• Return on capital is growing and is currently over 60%
• Valuation has improved recently (1.14% -> 2.54% FCF yield)
• Share price is growing 29% per year
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I've just published a research note into $CERILLION(CER.UK)$ , a really interesting UK based SAAS company operating in the telecoms space.
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High returns on capital and high growth are BOTH needed for long term compounding - here’s why ⬇️⬇️⬇️
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https://twitter.com/long_equity/status/1841158767775256895
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