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Subscribers to Global Quality Investing have received a new write-up about $MEDI Medistim.
$MEDI is another quality European compounder that deliver a 33% total return p.a. for the last decade.
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Just list out the subsidaries and look at what they do and who they sell to... not healthcare / life sciences. Now, on the business performance, I think they didnt understand a lot of the products/end-markets they bought into. Probably not as sharp on DD or on ops as you'd think
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Partnership Investing retweeted
We're hiring Research Analysts at In Practise.
The role
You'd cover a handful of public companies in depth and spend most of your time on the phone with former executives, customers, distributors and suppliers of those businesses. Map the value chain and the unit economics, then curate the work into research we publish.
Four mandates: Generalist / IP References, Semiconductors, Life Sciences, Energy. Detail in the images.
Requirements
• Minimum 3 years buyside or sell side
• Sector experience for the specialist mandates
• Judgement about which questions matter to an investment case
Terms
• Remote and full-time, offices in London and Madrid
• Cash + equity compensation
How to apply
Send three things to [email protected], subject "In Practise - Research Analyst":
1. Cover letter
2. CV + LinkedIn
3. An investment thesis on a company of your choice, minimum five pages
The thesis is read first and weighed most heavily. Applications missing any of the three won't be reviewed.
Better rates on delivery, charge little to nothing for software (like SpotOn and Square already do) and get 50bps spread. Probably cheaper for the restaurant overall in low margin biz and all incremental for DASH. You're right on the leverage q. 100k units is in incr 500m EBITDA
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The numbers show it and their communication / IR implies it (new wins are mostlyin consumer health rather than pharma, "record new customer wins" with lower ACV). On the top operator part, I guess its an opinion. A shame really bc this could have been an amazing company.
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They clearly hit a growth-wall once the top 20 pharma accounts got in during/post-Covid and expanded in the following 2-3 years. New accounts are smaller, worse expansion potential and more budget conscious. They would have seen big deceleration... nowhere near top SaaS operators
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Maybe. But what is a SK e-commerce business worth at this level of penetration and declining demographics?
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Partnership Investing retweeted
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
Would agree. Excellent pod on sometimes little covered businesses or industries. Deserves more exposure
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Thoughts on likelihood of 100% of FCF to be reinvested given history of being less.
Thoughts on durability of Geotek earnings. Important as its large % of the EV and founders recently left (to be expected, but always biggest risk is lost knowledge)
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