Fairlight Research

Fairlight Research

Tech Turnaround With Potential For More Than 100% Upside

Fairlight Capital's avatar
Fairlight Capital
Aug 24, 2025
∙ Paid

This post will discuss a tech turnaround which combines many elements of what we look for in an investment set up. A strategic pivot kicked off two years ago, that is now starting to bear fruit. The potential for a very large growth wave to start to impact financials in the coming quarters. And a low valuation compared to the potential sales, EBITDA, and income for the company. With a clean balance sheet and some cash, if it can continue the positive momentum in the business and income statement from last quarter, there could be very interesting times ahead for this company.

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