Our Latest Portfolio Addition

What if we told you that a company trading at a P/E of 35x is undervalued? Well, we're excited to introduce you to the newest addition to our portfolio—a hidden gem offering significant upside potential, a rare find amidst today's market valuations. Despite the recent decline in its share price, this overlooked company remains a leader in a fragmented industry, poised for both market share and margin expansion. We consider the recent share price dip, prompted by a guidance adjustment, to be temporary and view it as an opportunity to initiate a position.