BUY Conviction5/5 Analysis quality85/100 now
The YouTuber is buying Tasmea (TA.AX) because he believes it is still undervalued despite recent gains. He highlights its strong management team, consistent organic growth (15% annually), and accretive acquisition strategy, particularly its recent entry into the high-growth Australian data center market. He notes the company trades at a lower P/E ratio (around 18-19x forward earnings) compared to its peers, despite having higher growth and margins, and emphasizes significant insider ownership and buying activity.
“I still think it is undervalued, which I will explain in this video. And I have actually been buying a lot of it in the $7.50 range to about $8.”