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Three stocks from three investor letters

Equity Mates Investing Podcast

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Is He Ever Exiting a Software Company?

In the past 10 years, revenue has grown at 20% compound annual growth rate and free cash flow has grown at a 25%. It's just an incredible company. That isn't to say that its best days are ahead of it. Maybe Its best days are behind it. Maybe it's overvalued at the moment. The issue is, Ren, it's a Canadian company listed in Canada. I'm going to give you 30 seconds to give us your gripe. Brokers, give us access to Canada. There are some pretty incredible companies coming out of Canada. They have elementation, Kushtard, Brookfield, asset management. You've probably heard of them. They're buying

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