Cartrack: the Americans give us a value
Corporate actions aren’t always easy to understand. Some are fairly straightforward (e.g. Company A is buying Company B) and others are horrendously complicated (like Cartrack’s big move to the Nasdaq). I first wrote about Cartrack on October 18th, 2020. At the time, it was trading at around R45 per share. Cartrack isn’t a company I had paid much attention to …
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Cartrack goes to the Karooooo via New York
Cartrack is a terrific business in my opinion. I’ve written before in detail about why it’s so strong, but in summary: Combination of B2B (fleet management and asset recovery) and B2C (asset recovery) models with a diversified client base Exceptional operating margins thanks to its software-as-a-service (SaaS) model which becomes very juicy as scale is achieved Strong growth in Europe …
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Cartrack goes to the Karooooo via New York
Cartrack is a terrific business in my opinion. I’ve written before in detail about why it’s so strong, but in summary: Combination of B2B (fleet management and asset recovery) and B2C (asset recovery) models with a diversified client base Exceptional operating margins thanks to its software-as-a-service (SaaS) model which becomes very juicy as scale is achieved Strong growth in Europe …
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Cartrack ticks the investment boxes
With The Finance Ghost, my goal is to focus on the fundamental principles of investing rather than the concepts used by traders in looking for market patterns and signals. The art of fundamental investing requires you to consider company variables including: Core company strategy Growth prospects across existing and potential future markets Revenue and customer volume growth Key margins (gross …
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Cartrack ticks the investment boxes
With The Finance Ghost, my goal is to focus on the fundamental principles of investing rather than the concepts used by traders in looking for market patterns and signals. The art of fundamental investing requires you to consider company variables including: Core company strategy Growth prospects across existing and potential future markets Revenue and customer volume growth Key margins (gross …
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