AssessmentDSG has proven itself to be a good compounder. The stock is up about 10-fold in the past decade. It is up 33% this year alone. At 57X earnings, it is certainly not cheap, but it has a strong balance sheet and good growth. The last quarter was mixed, but the forecast is much better. It has a clean balance sheet with $250M net cash. Free cash flow looks good as well. We would be very comfortable buying this. (5iResearch)