Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Equity Bottom-Up

<ul><li>Investing in small and microcap businesses that are not yet profitable but on the cusp of generating profits can be one of the most rewarding, albeit challenging, strategies. The key lies in identifying companies where management's execution and the business's unit economics suggest a clear path to future profitability.</li><li>Since most professional investors covering these stocks tend to focus heavily on quantitative metrics, a company's stock price can experience significant upward momentum once profitability is achieved. I believe EROAD Ltd. represents exactly this type of opportunity.</li><li>EROAD is a New Zealand-based vertical market software (VMS) company that operates within the telematics markets of New Zealand, Australia, and the United States.</li></ul>

Investing in small and microcap businesses that are not yet profitable but on the cusp of generating profits can be one of the most rewarding, albeit challenging, strategies. The key lies in identifying companies where management's execution and the business's unit economics suggest a clear path to future profitability.Since most professional investors covering these stocks tend to focus heavily on quantitative metrics, a company's stock price can experience significant upward momentum once profitability is achieved. I believe EROAD Ltd. represents exactly this type of opportunity.EROAD is a New Zealand-based vertical market software (VMS) company that operates within the telematics markets of New Zealand, Australia, and the United States.

EROAD: A Resilient VMS Business at Free Cashflow Inflection, Trading at Just 1.4x EV/Sales

New Zealand Professional Investment Services Firm, Forsyth Barr

Forsyth Barr

New Zealand Professional Investment Services Firm

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

Thematic (Sector/Industry)

<ul><li>The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.</li><li>We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.</li><li>We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.</li></ul>

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and around the globe.We focus on three industry segments: Software &amp; Services, Technology hardware and Semiconductors and equipment.We aim to showcase what NZ technology is doing, provide updates on recent news at a company and technology level, present stock performance and show relevant ratios.

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

New Zealand

EROAD Limited operates as a transport technology and services company. EROAD provides an electronic solution to manage and pay Road User Charges, support regulatory compliance and provide commercial services to the heavy vehicle industry.

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Eroad Ltd (ERD NZ)

EROAD: A Resilient VMS Business at Free Cashflow Inflection, Trading at Just 1.4x EV/Sales

Investing in small and microcap businesses that are not yet profitable but on the cusp of generating profits can be one of the most rewarding,...

Contrarian Cashflows

Forsyth Barr Technology Digest Edition 4 — Geo-Political Tensions Intensify

The Forsyth Barr Technology Digest provides a snapshot of recent information relevant to the listed technology industries across New Zealand and...

Forsyth Barr

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)