Sangoma Technologies: Gushing Cash Flows And Industry Tailwinds

Group 1 - The founder of Korwell Capital identifies as a value investor, focusing on stock opportunities with a tangible margin of safety or significant discounts to long-term earning power [1] - The investment strategy emphasizes a granular understanding of business models and their positions in the industry's capital cycle to identify tail risks [1] - Preference is given to companies with sustainable competitive advantages and management alignment with shareholders, while also considering cyclical or turnaround situations with downside protection [1] Group 2 - The analyst has a beneficial long position in the shares of SANG, indicating a personal investment interest in the company [2] - The article expresses personal opinions and is not influenced by compensation or business relationships with mentioned companies [2]