SteadyCompounder @SteadyComp

Exploring small caps and the quiet ways they grow wealth. Learning through data, patience and some setbacks. Spain Joined November 2025

Tweets

117
Followers

37
Following

150
Likes

189

SteadyCompounder @SteadyComp

4 days ago

At 1,090p, James Latham is trading at roughly ~12x earnings with no debt. Not investment advice, I own shares.

1 1 1 64 0

View Details

Q4 momentum has carried into the current year with some potential risks coming from Middle East conflict-driven freight and energy cost increases. Post-COVID normalization is complete and company is deployed capital on a new distribution center that should fuel growth.

1 0 1 62 0

View Details

SteadyCompounder @SteadyComp

4 days ago

🌲 Quick update on $LTHM $LTHM.L (James Latham) following their FY26 preliminary results. The business continues to prove its resilience: • Revenue: £393.0m (+7.2% YoY, LFL volumes +7.7%) • Profit Before Tax: £25.1m (vs £24.3m) • EPS: 92.5p (vs 90.1p)

1 0 1 115 0

View Details

SteadyCompounder @SteadyComp

a month ago

@HiddenGemsInves $TFW.L $MACF.L $NRO.PA $3836.T $LTHM.L Most are boring businesses

0 0 2 211 0

View Details

SteadyCompounder @SteadyComp

a month ago

@ApeIsLive @Stock_Bonvivant All the time, no exceptions

0 0 1 25 0

View Details

SteadyCompounder @SteadyComp

2 months ago

@long_equity Solid list, I would remove Text and add Cembre SpA

1 0 1 309 0

View Details

SteadyCompounder @SteadyComp

2 months ago

@DanShay96 The management solution part of the business. They are trying to push this to sofware, they have a good customer base to cross-sell into but this remains an aspiration

0 0 0 34 0

View Details

SteadyCompounder @SteadyComp

2 months ago

Avant Group ($3836.T) is a high quality compounder trading around 12x FCF with zero debt. At a current price of roughly 1,333 JPY, the stock has been penalized 25 percent in the last 5 years despite the business being stronger than ever.

2 2 7 1K 2

View Details

SteadyCompounder @SteadyComp

2 months ago

@DanShay96 On ZEAL, mayority is reselling Azure/AWS, this part can benefit from AI as companies need solid datawharehouses to properly enable AI. There is a portion that it is implementation and billable hours will likely decrease.

0 0 0 72 0

View Details

SteadyCompounder @SteadyComp

2 months ago

$NRO.PA Q1 update is clean. Q1 Revenue €227.7M (+5.6% organic). Crucially, operating margins recovered to 9%, confirming the thesis. Severely mispriced IMO. I own the stock. Not a recommendation

0 0 1 462 0

View Details

SteadyCompounder @SteadyComp

2 months ago

Trading around 12x Free Cash Flow, a business of this quality does not need complex math to see that it is undervalued. I beleive that the downside risk here is very low. Looking forward to their Q3 earnings report on April 30! I own the stock, not a recommendation.

0 0 0 353 0

View Details

SteadyCompounder @SteadyComp

2 months ago

The price is the best part. It trades at a massive discount compared to the broader enterprise software sector. The market seems to think Avant will hit a wall and stop growing, and while they are some risks, I believe this is overall a solid company.