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Research Notes

Apr 21, 2026

The company is currently run by the founder, taking the reins. Usually, this has a positive effect. Talking to AJ (working at TEAM) says that the work is interesting. The Rovo Agent is making a huge difference in writing docs.

Position Status

Invested
Shares
Cost Basis
$/sh
Position @ cost$1,350
Intrinsic Value
Add Below
$/sh
Margin of Safety
%
Sell Above
$/sh
Exit Thesis

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Open Questions (1)

What is the intrinsic value of TEAM.

Pre-Buy Checklist

16 left

Business Quality

Durable competitive moat (pricing power, switching costs, or network effects)

Market leader or top-2 in its core market

Recurring or highly predictable revenue

Financials

Free cash flow positive for 3+ consecutive years

Gross margin > 50% (or appropriate for industry)

Net debt manageable — < 2× EBITDA or net cash

Management

Management has significant ownership stake (skin in the game).

Management has industry brand, are typically founders

Honest and transparent communication with shareholders

Has track record of navigating challenging environments and seen lows

Valuation

Do you have significant margin of safety with respect to intrinsic value

Are you comfortable holding on to this even if it falls by 50% due to external circumstances

Have you researched and built a strong analysis of intrinsic value

Risk

Key risks understood and explicitly accepted

No single customer or contract > 20% of revenue

Regulatory or legal overhang assessed

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