Overlooked Alpha

Overlooked Alpha

Rule Of 60 Business Only 10 Times Earnings

Overlooked Alpha
Nov 12, 2025
∙ Paid

Good morning.

Today we are looking at a $140 million small cap that possesses some intriguing characteristics.

This company operates in the staffing and recruitment industry where it has achieved 30% revenue growth over the past 12 months with 34% free cash flow and operating margins.

Primarily a tech platform, this company benefits from sticky network effects, recurring revenue and word of mouth growth. Yet after accounting for cash on the company’s balance sheet, the valuation sits at just 10 times TTM operating income.

And this business remains widely overlooked.

Despite highly promising attributes, we found very few mentions of this company on social media and no significant investor coverage. Let’s take a closer look…

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