Quarterly Letter and a Look at Concierge Technologies - OTC: CNCG
alluvial.substack.com
Alluvial's fourth quarter 2020 letter is available here. Thanks for reading! The search for new ideas in unlisted stocks and micro-caps never ends. Just recently I happened across a fascinating little holding company, Concierge Technologies. Concierge has build up a neat little collection of profitable subsidiaries and is on the hunt for more. The company is attempting to prove the conglomerate model can work at small scale. Refreshingly, the company appears relatively free of the dubious related-party transactions and conflicted management so common amongst micro-caps.
Quarterly Letter and a Look at Concierge Technologies - OTC: CNCG
Quarterly Letter and a Look at Concierge…
Quarterly Letter and a Look at Concierge Technologies - OTC: CNCG
Alluvial's fourth quarter 2020 letter is available here. Thanks for reading! The search for new ideas in unlisted stocks and micro-caps never ends. Just recently I happened across a fascinating little holding company, Concierge Technologies. Concierge has build up a neat little collection of profitable subsidiaries and is on the hunt for more. The company is attempting to prove the conglomerate model can work at small scale. Refreshingly, the company appears relatively free of the dubious related-party transactions and conflicted management so common amongst micro-caps.