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The Fundamentals of Qualtrim Software
This is a company that at first sight, I agreed with the market. But when I started researching this one a little bit more and actually looked at the avenues of growth, looking at how much assets they own, I became more attracted to this investment. Fundamentally, this company has a very good organic growth profile. They've grown revenue steadily during every time period. It's very rare for their revenue to ever go down. And then the earnings per share look very similar going up generally speaking over time. There was some accounting and tax things in 2015 that's not reflective of the core business. We have great free cash flow every single year and it's growing rapidly going up 13%