A journey of a thousand miles begins with a single step

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潭仔02217.HK ( link )  精熙國際私有化 ( link ) co-star group ( link ) Willis towers watson plc ( link ) Understand food delivery industry ( link ) CarTrack ( link ) ( link ) 100% owned by karooooo headquartered in SG (NASDAQ:KARO) 2022 estimated FCF/EV = 2.627% 2022 estimated PE = 34.2 (2022/2/2 close) / 1.055 = 32.4 past growth rate = 12~28% 5 year average = 16.7% international sales < 30% => huge potential for growth opportunity LTV/CAC > 9 cycle time = 60 month CAC = 1981 ZAR while 697 is expense and 1284 is capitalized competitor: MIXT estimated FCF/EV = 8.17% past growth rate = 10 ~ 20% another competitor: samsara no financial data to compare with risks Tier-1 suppliers involvement questions in mind sustain high ROIC? vertical integration is the right model? bad customer experience ( link )? Borrow ideas from others ( link ) Robertet ( link ) 電動車與電力產業近況 ( link ) Crypto Ethereum ( link ) Chainlink ( link ) ( link )