MMG Limited

A top-tier grower that is slowing. Revenue and profit are compounding together at an elite rate. A core holding profile for growth and quality-growth strategies. The strongest point: revenue grew 24%/yr over the last 3 years, ahead of 80% of companies worldwide. The one thing to watch: the pace is cooling.

A proven multi-year compounder now in a meaningful pullback well below its 52-week high. This is the classic fork: either a buy-the-dip in an intact uptrend, or the early stage of a trend change. Wait for the short-term slide to stabilise before adding. The strongest point: magnificent long-term results. The one thing to watch: the one-year trend is weak.

A genuinely cheap stock. Forward P/E, EV multiples, and book value all screen attractive versus the market. A textbook fit for pure value and smart-value strategies. The strongest point: today it trades at 6x forward earnings, cheaper than 90% of companies worldwide.

A genuinely high-quality business. High margins and strong returns on capital, with a clean balance sheet. A core fit for quality and quality-growth strategies. The strongest point: best on EBITDA margin at 58%, better than 90% of companies worldwide. The one thing to watch: profits are choppy from year to year.