The following are notes from Cristian Souza's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.
Cristian Souza on AppFolio
- Cristian Souza, representing Zeno Equity Partners, originally from Brazil and now based in London.
Investment Philosophy and Criteria:
- Zeno Equity Partners employs a rigorous investment approach, focusing on market power, effective management, and reinvestment opportunities.
- Streamlined their focus from a pool of 7,000 companies to a carefully curated selection of 300.
Focus on Appfolio: A Leading Vertical Market Structure:
- AppFolio Inc (NASDAQ:APPF) is...