A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and market multiple.
Tuesday, July 28, 2026
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APG · long Api Group CORP
APi Group’s mix of specialty contracting segments complicates a conventional contractor valuation.
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DOMO Capital Management, LLC
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Fred Liu
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Laughing Water Capital
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Investor letters we follow
- 1851 Capital
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