Zoomd Technologies (ZOMD)
11 December 2025
A Deep Value AdTech Play Trading at 5.2x P/E with a 52% ROIC
Read MoreImperium Novum Capital Ltd is an investment holding company dedicated to long-term value creation and the strategic development of high-quality businesses. We focus on identifying strong, sustainable opportunities and supporting their growth through disciplined governance, prudent capital allocation, and comprehensive strategic oversight.
Our approach is grounded in professionalism, integrity, and a commitment to building lasting partnerships. Working collaboratively, we identify overlooked, high-potential businesses and evaluate how they can be strategically positioned for durable, responsible long-term growth.
With extensive experience across diverse industries, our team applies rigorous analysis and sound judgment to every investment. We remain committed to delivering consistent, long-term value to our investors while contributing positively to the communities in which we operate.
At its core, our philosophy is to sustainably participate in the ownership of wonderful businesses selling at a bargain price. We focus on companies that are financially strong and possess a strong business model. We believe that markets are sometimes wrong, and due to various constraints, they can be forced to sell ownership in good businesses, that is precisely where we step in, buying at a lower price.
We invest with a long-term mindset, seeking to realize gains as our thesis plays out and reallocating capital when more attractive opportunities emerge. Our vision is to generate returns for our investors by engaging with the business at a root level to unlock shareholder wealth. Our strength lies in spotting diamonds in coal, using our unique perspective to find businesses that others miss.
Our process begins with our proprietary quantamental system, which combines quantitative rigor with fundamental intuition. Companies are evaluated through a multi-stage filtering framework and scored across a defined set of analytical parameters that are continuously refined. This enables us to efficiently narrow the investable universe and focus our attention on high-potential opportunities.
Shortlisted companies undergo a rigorous and in-depth fundamental analysis. We conduct a comprehensive review of all relevant historical financial statements, annual reports, and recent quarterly filings to develop a clear and well-rounded understanding of the business.
Our analysis extends beyond the numbers to include detailed disclosures and qualitative factors, with a strong focus on business quality, financial resilience, capital allocation discipline, and the company's ability to create long-term shareholder value.
Using insights from our research, we build proprietary financial models to estimate intrinsic value. We employ multiple valuation approaches and assign appropriate weightings to each, guided by the belief that "All models are wrong, but some are useful." While we respect market signals, we maintain a flexible and often contrarian mindset rooted in strong conviction. Alongside fundamental analysis, we incorporate momentum and mean-reversion techniques to better understand market sentiment and pricing behavior.
Our holdings reflect a strategic approach to creating long-term value across diverse markets.
In-depth commentary and supporting research for each investment decision are presented in the Research and Insights section.
11 December 2025
A Deep Value AdTech Play Trading at 5.2x P/E with a 52% ROIC
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Read MoreWe welcome your questions and partnership inquiries. Please contact us to learn more.