Just some rough (and very brief) notes after Harley mentioned Alloggio as a 'buy' on today's call (see meetings page, and you can skip to the 48 minute mark)
Alloggio manages short term rental accommodation -- a mixture between AirBnB-style properties and hotel properties. In fact, they work with AirBnB as a partner based on what Harley was saying.
There's a lot of detail in last year's prospectus:
![5f32b723807ec735bbeac4c39ae947b25ec50d.png](//strawman.com/member/uploads/objects/27/5f32b723807ec735bbeac4c39ae947b25ec50d.png)
The company listed in late 2021, raising $16.5m. This was used to fund a couple of acquisitions.
There are 208m shares (accounting for options and escrowed shares), which gives a current market cap of $34m.
This puts it on a trailing PE of about 17x
It is founder led, with the founder Will Creedon owning 1/3 of the business.
I'll try and reach out to Will and see if we can get him to explain things in more detail.