A best in class IT concultancy firm from Norway. At a market cap of 800 MUSD, this quality compounder has great opportunity to continue outperforming the market. The company is trading at a FCF-yield of 5%, and growing revenues 10% annually. Without the need to retain earnings in order to grow the investment could yield a 15% annual return, with very low risk of terminal capital loss. There is risk of multiple compression in the near term as it trades at 20 times earnings. In such an event, Bouvet could be a fantastic opportunity. This is not financial advice.

Ver todos los episodios