TQI's Asymmetric Idea For July 2024

A deeply undervalued, high-margin software business with 200-300% medium-term upside

Introduction

Welcome to the 16th edition of TQI's Asymmetric Ideas series, wherein we strive to find investments that can produce 50-100%+ returns in 1-3 years with limited risk. Since launching this exclusive monthly series in April 2023, our first 15 asymmetric risk/return ideas have generated +44% return on average as of writing on 21st July 2024.