Added to YB: 2025-09-01
Pitch date: 2025-08-28
ZOMD.V [bullish]
Zoomd Technologies Ltd.
-54.59%
current return
Author Info
RM Capital Partnership studies great businesses and long-term investors like Buffett and Munger. This Substack shares my investment theses, lessons learned, and journey to becoming a better thinker and capital allocator. Sign up for the newsletter.
Company Info
Zoomd Technologies Ltd. operates as a marketing technology user-acquisition and engagement platform worldwide.
Market Cap
CAD 87.7M
Pitch Price
CAD 2.18
Price Target
3.27 (+230%)
Dividend
N/A
EV/EBITDA
3.90
P/E
5.49
EV/Sales
1.03
Sector
Software
Category
value
Zoomd Technologies: Microcap Ad-Tech with Outsized Upside
ZOMD.V: Ad-tech platform aggregating 600+ channels for performance marketing. H1 2025: 40% YoY revenue growth, $10.8M net income, $8.8M FCF. Trades 8x EV/FCF vs peers at 15-35x. Risk: 83% revenue from top 5 clients. Base case: 30% CAGR returns to 2027.
Read full article (10 min)