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TIP549: 2 High-Quality Compounders
We Study Billionaires - The Investor’s Podcast Network
The Advantages of Topicists in the European Market
topicists' organic revenue growth has historically been over 10%. The majority of the cash flow is used for acquisitions rather than reinvesting internally. Topicists may have many opportunities to acquire small VMS businesses and offer them capital to grow organically at really high rates because the company didn't have access to much capital prior. Their products within their businesses have that high switching costs, sticky revenues, and there's little incentives for their customers to want to switch to a competitor. And similar to Constellation again, their high earners are paid cash bonuses that must be invested in shares and invested for a minimum of four years.
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