Kelly Partners Group: Why I'm Buying this Small-Cap Serial Acquirer (The Next Constellation Software?) $KPG
On this episode of Chit Chat Stocks, Ryan gives a stock report on Kelly Partners Group (Ticker: KPG, listed in Australia), a company rolling up the small accounting firm space. Listen to the full episode to see whether he is buying the stock. We discuss:
(00:00) Introduction to Kelly Partners Group
(07:36) Current Business Model and Strategy
(12:01) Understanding the Partner-Owner-Driver Model
(17:42) Industry Durability and Growth Potential
(23:51) Valuation Considerations and Market Positioning
(39:10) International Expansion and Market Opportunities
(43:20) Comparing Kelly Partners Group…
The skinny
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