Ruben van Putten (@rubenvanputten): "Revenue tripled. Profit didn't. A deep dive into Kelly Partners' rollup math, 4% organic growth problem, and why consensus puts fair value 25% lower. Full article: https://www.qapital.co/p/kelly-partners-group-good-business"

The app for independent voices

Revenue tripled. Profit didn't. A deep dive into Kelly Partners' rollup math, 4% organic growth problem, and why consensus puts fair value 25% lower.

Full article:

Qapital

Kelly Partners Group: Good Business, Dangerous Narrative

Mar 5

at

8:42 PM

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