Daily Ideas·Bullish·MLMCA.PA·2026年2月15日

Macompta – Accounting for Growth (In France)

Etruscan Capital
Substack

Macompta is a small French accounting software company that is well-positioned to benefit from the French government's mandate for e-invoicing. The company is a low-cost provider with high margins and a strong history of growth. The recent sell-off in software stocks has created an attractive entry point.

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