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Top Pick 2021


no_free_lunch
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Apollo Healthcare (AHC.TO)

 

Rare to find a stock trading at this valuation with zero debt and exponential growth. Sure the pandemic helped fuel this growth but new customer wins aren't going to disappear when the pandemic wanes. I've done a much more extensive write-up here

 

 

 

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  • 3 weeks later...

Alviva Holdings. IT distributor in South Africa. The business is not particularly growing but not dying either. Trades at 30-40% normalized FCF yield (I adjust more or less through the cycle), insignificant net debt, buying back shares. There is a country risk of course, and currency exposure, so do your own research.

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