Professional
Added to YB: 2025-01-17
Pitch date: 2025-01-15
CTLP [bullish]
Cantaloupe, Inc.
+33.17%
current return
Author Info
Laughing Water Capital is a boutique investment partnership. Our partners believe that careful analysis of a select group of businesses can lead to above average investment returns for equity investors. Our small size and patient approach give us an advantage that cannot be matched by traditional asset managers or hedge funds that are focused on the day to day gyrations of the stock market, rather than the fundamental value of businesses. Visit their website.
Company Info
Cantaloupe, Inc., a digital payments and software services company, provides technology solutions for self-service commerce market.
Market Cap
$779.3M
Pitch Price
$8.20
Price Target
N/A
Dividend
N/A
Sector
Financial Services
Category
growth
Laughing Water Capital Portfolio Holding: Cantaloupe, Inc.
CTLP: Vending machine software/payments co. New leadership driving high-teens growth into cash machine. Expanding internationally & into adjacent markets. Stable end markets, low churn. Expect market re-rating as recurring cash flow value appreciated. Medium-sized position in portfolio.
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