Cartrack is a wonderful company (low debt, cash generative, strong growth) with a wide moat (data, switching costs), a predictable income (subscription based) and excellent management (high ROIC) who have skin in the game (80% insider ownership)…
Cartrack is a wonderful company (low debt, cash generative, strong growth) with a wide moat (data, switching costs), a predictable income (subscription based) and excellent management (high ROIC) who have skin in the game (80% insider ownership)…
Vineyard Holdings