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Value investing's avatar

Thanks Oscar, I have a question regarding "plumbers will usually break the wall until they find the leak while Water Intelligence uses technology to pinpoint the exact location of the leak and fix it with minimal damage (this is highly appreciated by the customers). " I am not sure if this true all over the world. Because I recently had a clogged drain in Munich, Germany. And the plumber company we found on the housing admin list, did have one those Sewer Cameras that you can buy on Amazon etc. for 100-1000€. It is a big initial investment into capex, but I think brick-and-mortar plumbers are already using this.

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GLP's avatar

Hi Oscar - excellent write up! Any indication if the company will stop using equity to fund new acquisitions and instead use FCF/debt? I understand the acquisitions are per share accretive given the multiples they are buying at but seems would be better for shareholders if they limited the share dilution and even bought back shares.

Also I noticed you can’t buy shares on interactive brokers - what platform did you buy them on?

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