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Welcome to the fifth edition of Hidden Gems!
In this series, we spotlight small- and mid-cap companies that tend to fly under the radar, but stand out for their business quality, overlooked fundamentals, or long-term growth potential.
If youβre new here, start by exploring the earlier editions (most of the contentβs open) in the π Hidden Gems corner.
For this fifth edition, weβre heading down under to the land of the Aussies. Not just a wonderland of beaches, open-minded people, and multicultural charm, but also home to a surprisingly deep pool of underfollowed, world-class businesses.
This time, weβre diving into a company that, in my view, is an exceptional high-growth engine, arguably one of the cleanest and most impressive financial profiles Iβve ever seen in software. Itβs far from cheap, but the quality is undeniable, and its success story is worth unpacking.
Letβs get into it. But first, hereβs a quick look at what Expanse Stocks is all about.
π° Whatβs New at Expanse Stocks?
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Cloudflare | π·ββοΈ Parsons | π² MPS | π₯Ό Medpace | π Arista | π Amazon | π€ ASML | π¦ Topicus | π‘ Lumine | β HEICO | π§ββοΈ CSU Part #1, Part #2, Part #3 | π€ Intuitive
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π Hidden Gems Series
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π Coming Soon
β¨ The Rareness of Moaty Industrials: A Selection of 6 Gems
π Hidden Gem: Special Edition III
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