My latest writeup is out and it’s a tiny founder led business with a high insider ownership and is founder led for the past 25 years!

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Tabletrac sells casino management software and related products. Sticky recurring revenue for the maintenance segments and potential operating leverage incoming. Currently with net cash on the balance sheet and a 10x P/E.

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Free for all here: https://open.substack.com/pub/margarineofsafety/p/tabletrac-tbtc?utm_source=direct&r=f01ii&utm_campaign=post&utm_medium=web

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Please note that I own shares and this is meant to be my current thoughts on the business and not financial advice to buy or sell.