ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Medistim ASA - $MEDI"
Episode Synopsis
Medistim ASA is a medical techonology company with a near monopoly within their niche and a razor-blade business model.In a more than 50% draw-down due to macro-economic factors, this is a secular compounder available at a reasonable price. At a 4% FCF-yield, the company is in position to deliver double digit growth for the foreseeable future. The company has great margins, 30% ROE, and no need to retain earnings in order to grow.Not financial advice, just my opinion on an interesting company.
More episodes of the podcast Nordic small cap stocks
Paradox Interactive AB - $PDX
03/10/2025
Betsson AB - $BETS-B.ST
10/09/2025
Medistim H12025 review and valuation update
05/09/2025
Value investing trap 1 - Working capital
13/08/2025
Bahnhof AB - $BAHN
06/08/2025
Bergman & Beving AB - $BERG
10/07/2025
Bouvet ASA - $BOUV
09/07/2025
Veteranpoolen AB - $VPAB
09/07/2025
In God we trust