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Andy's avatar

What’s geo? Prefer non-US for the time being.

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The Onveston Letter's avatar

The company is based in the US but gets its revenue from around 200 countries, most of it from long-term contracts. Stock is not affected by tarrifs and up +6% YTD. Capital light, constant buybacks and a shareholder friendly dividend policy is included. Also an emerging markets play. Return on Invested Capital above 50%! and Return on Capital Employed above 60%! despite not being a tech stock. A business for the (ultra) long-term investor. Hope that helps.

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