ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Opter AB - $OPTER"
Episode Synopsis
A promising micro cap software as a service company from Sweden. At a market cap of 70 MUSD it trades at a FCF yield of 3% while growing ARR 20%. The company retains no earnings, grows profitably and has a founder-led management team. No financial advice, merely my take on the company.
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