EL - Oddity Tech: High Growth Profitability And A Driven Founder - A Strong Buy Opportunity

2024-01-30 14:42:09 ET

Summary

• Oddity Tech is a disruptive company with impressive growth and high Return on Capital figures.
• It has a hungry and visionary founder with a significant stake in the game.
• It's a very unique company, characterized by innovative thinking and a robust track record to support its approach.
• Terry Smith has taken a minor position, and I wanted to explore the reasons behind his decision.

Opener

Oddity Tech Ltd. ( ODD ) is not an ordinary company. Just visit their website and tell me what kind of company you think it is: AI/cybersecurity or a beauty company? It's probably the former. Oddity Tech is an innovative player, entering a huge industry with big established sharks, aiming to disrupt. I'm usually skeptical about these kinds of claims, but the numbers don't lie; it looks amazing. A profitable, rapidly growing company, possibly at a good price, is arguably every investor's dream....

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