Case Study: NV5 Global Inc – Finding a growing profitable company led by great management early
With NV5 Holdings, we found a management team that had rapidly built the company from a start-up in 2009 to a growing, highly profitable, and formidable firm that provided professional and technical engineering, as well as consulting solutions, to public and private sector clients in the infrastructure, energy, construction, real estate and environmental markets.
Management worked together in the past to successfully build and grow companies.
We believed that cash from a warrant redemption would be put to good use as management continued to pursue accretive acquisitions while mitigating risk through customer diversification.
Our price target of around $21.00 did not take into account future acquisitions that we believed NVEE would complete.
Key to our insights was commentary in an almost unattended conference call. After that we reached out to management, built a relationship with CEO Dickerson Wright, and even interviewed him on a public radio channel targeted at investors.
We locked in an over 60% gain between Dec. 15 2014 and May 19, 2015.
The stock continued to perform as we expected, building on a proven growth concept that we believe still has runway. We follow the company closely, maintain our relationship with management, and trade in this stock profitably to this day.
2018-04-27T11:07:18+00:00 April 24th, 2018|Comments Off on Case Study: NV5 Global Inc – Finding a growing profitable company led by great management early
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