In mid-August SecretCaps will be releasing our second conviction pick. We are extremely excited to offer our analysis and want to spread the word prior to its release.
Some key points about this company include:
- Extremely under-the-radar.
- Undergoing high growth at a fast pace.
- Significant and viable growth drivers in place, which are already performing now.
- Excellent management team, CEO has a long and successful career in the industry.
- Huge competitive advantages and disruptive technology.
Our detailed investment thesis of this company will include:
- A detailed overview of the company's technology, its competitive advantages and its place in the industry.
- The benefits each party involved received, and why they are so substantial.
- An analysis of the many growth drivers in place.
- A re-cap of current company events and what they mean.
- Projections and valuations moving forward.
- A comprehensive CEO Interview
This company is a top-five holding in our portfolio.