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TOTVS

company on 2 shows · 1 statements across 1 episodes · said 5 times in 2 episodes since 2021

Capital Allocators 4 Top Founders 1

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Capital Allocators 4Top Founders 1

2022 4 mentions in 1 episode
2021 1 mention in 1 episode

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1 statements about TOTVS, every show

CAPITAL ALLOCATORS Assertion Supported
TOTVS Grows 20% to 25% Annually at Discount to US SaaS
“It's a subscription-based business growing top line and earnings at 20, 25% a year, trading at a big discount to the big software as a service companies in the US or in other markets.”
Florian Bartunek Jan 20, 2022 ▶ 36:20 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

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