3 Comments
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Tomer Malleron's avatar

Great analysis! The underline summarizes well this whole thing. Headlines might mislead judgement. In case of of Topicus, such a break down analyais is very much required to understand that the company can createe value for investors rather than the opposite.

The Fat Pitch's avatar

Thanks for the read, appreciate it :)

Tomer Malleron's avatar

I'm studing TOPICUS for a while now, slowly convinced it is great company. However due it unique budsiness model, still don't how to estinate the optional return on investment for me as investor, and the optimal buy price. Partly because the company has some qualitative metrics you can't just compute in the Excel sheet