Alphapolis is a high-growth, asset-light IP platform compounding capital at 90%+ ROIC, with 23.6% EBIT margins and 14.6% FCF margins — yet trades well below peers at just 15.7x P/E ex-cash
Great deep dive. The market’s tendency to misclassify companies like Alphapolis creates an opportunity. The UGC-driven model plus early-stage network effects really stand out as a moat in the making.
Great deep dive. The market’s tendency to misclassify companies like Alphapolis creates an opportunity. The UGC-driven model plus early-stage network effects really stand out as a moat in the making.
Your content is gold! Keep it coming!