This week we are looking at a small cap company that is providing software solutions to the hospitality sector while also expanding into overseas markets with huge addressable opportunities. The company has a market cap of only $100m and has mostly gone unnoticed to date, without any media coverage, even though they have been growing quickly, making acquisitions and are now EBITDA positive. The events and hospitality industry are clear post lockdown winners and the companies that provide the sector with services will benefit accordingly.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.
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