Cliff Note #111: Boring & Under-Appreciated Recurring Revenue Compounder, Selling 40% Below The Value Of Its Subscription Customers

Will be a case study on how proper capital allocation drives Multibagger Returns.

Multibagger Themes: GARP - Selling 40% Below A Takeover Scenario - 70% Of Revenue Is Recurring Subscription Revenue - High Dividend Payout - Large Share Buybacks - THE Leader - 15% Industry CAGR