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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Metair, but not met dividend
There’s a lot going on at Metair, ranging from a cancelled dividend through to fascinating potential corporate actions. It’s worth spending some time learning about this company that supplies a range of automotive components through companies in South Africa and Eastern Europe. the_ad id=”3223″ Declare. Defer. Defer again. Defend. Back in March, Metair announced a gross dividend of 120 cents …
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