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TOTVS

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 20, 2022 by Florian Bartunek · said 4 times in 1 episodes since 2022 · across every show →

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brought up most by Florian Bartunek (4)

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2022 4 mentions in 1 episode

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Jan 20, 2022 bullish
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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