Community Contributor
Member since 2022
Views
7 Total number of views
Fair Values Set
1 Total number of fair values set
Comments
0 Total number of comments
Followers
0 Total number of followers

I focus on owning quality businesses when mispriced and letting compounding do the work. I back high-conviction ideas, size them dynamically, and think like a capital allocator—constantly weighing opportunity cost and recycling capital.

No link added
OCL logo
Objective

High-quality GovTech with a real moat but not enough upside yet

Investment Thesis Objective looks like a genuinely good software business that the market does not quite know what to do with. It has the sort of traits I like — founder-led, no debt, very high recurring revenue, strong returns on capital, and products embedded inside government workflows that are painful to rip out.Read more

View narrative
AU$15.1
21.5% undervalued intrinsic discount
Fair Value
Revenue
14.81% p.a.
Profit Margin
30%
Future PE
30x
Price in 2031
AU$24.45