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September 01, 2020 10:18am
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150x Fintech Small Cap from MF? (March 13, 2021)

Hi all, received an MF teaser today, any guesses? Looks like a Fintech small-cap from their “Fintech Fortunes” portfolio. Email text below, but TLDR: $650M market cap; in the “security/identity verification” tech space; “made” $105M last year (net? gross?); management estimate $15.8B market opportunity; profitable—88% gross margin; trading @ 6.2x sales; not yet recommended by […]
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