External Company Analysis: IMS

Hi all,

(originally only for paid subs)

Just a quick email for you supporters. I thought for a long time about writing an exclusive analysis for this company.

Its a Polish company with a moat, a great track record and valuation, that took a covid hit. Market cap is 88 millions, you can see that profits were safely at 10 millions pre covid and growing.

I came to the conclusion that it makes no sense to make a write up when I got the idea from a write up, and I do not know the company as much as the original Polish author.

So here it is. I send an email just for this one, because I think it is of the highest quality, and if it is blended in a monthly links or portfolio review email it does not get the attention of a full write up.

Here is the link, use your browser to translate it to your language.

https://www.biznesradar.pl/a/109216,wiesz-w-co-inwestujesz-ims

Let me know what you think.