My first English text on Substack is an introduction to one of my top 3 holdings
Red Violet out with strong 1Q25.
Revenue growth +26% over thesis assumptions (>20%), the same for 50% incremental EBIT margin of revenues (>40%). Lucky with the strength of verticals, however. Stock at all time highs, over 2021 small-cap bubble peak.
Red Violet out with strong 1Q25.
Revenue growth +26% over thesis assumptions (>20%), the same for 50% incremental EBIT margin of revenues (>40%). Lucky with the strength of verticals, however. Stock at all time highs, over 2021 small-cap bubble peak.