A quick thought on Wirecard
On 18th June Wirecard announced: Wirecard AG’s auditor Ernst & Young GmbH Wirtschaftsprüfungsgesellschaft, Munich, informed Wirecard AG that no sufficient audit evidence could be obtained... Read More
Recurring revenue and moats
A friend on twitter, Andrew who runs https://www.fundhunter.co/ asked an interesting question: is recurring revenue a “moat” in itself? That is, do all companies that... Read More