Abacus Global Management: One Of The Market's Most Overlooked Growth Stories

The Skewed Path106 FollowersFollow5ShareSavePlay(21min)Comment(1)SummaryAbacus delivered a record quarter with 124% revenue growth, expanding margins, and its tenth consecutive earnings beat.The company is shifting toward a recurring revenue model, with asset and wealth management already contributing meaningfully and management targeting roughly 70% of revenue from fee-based businesses over time.Despite strong growth, expanding margins, and structural improvements to the business model, the stock still trades at roughly 10x expected 2025 adjusted earnings.Insider ownership exceeds 50%, and the new capital allocation policy includes a new dividend and ongoing buybacks. Dragon Claws/iStock via Getty Images A Brief Recap of the Core Business — and Why I Remain a Strong Buyer In my initial report published on October 8, 2025, I rated Abacus Global Management (ABX) a strong buy, driven by what I considered to beThis article was written byThe Skewed Path106 FollowersFollowI’m a full-time individual investor with over ten years of experience in the stock market. I look for asymmetric opportunities—situations where the potential upside is much bigger than the downside—even if the timing or exact path is uncertain. I often lean toward classic value ideas, but I’m happy to explore growth or tech opportunities when the risk-reward ratio is compelling. I especially enjoy digging into businesses that are overlooked or out of favor in the current market environment. Writing on Seeking Alpha gives me the chance to share my thoughts and investment ideas with a broader audience. My aim is to provide clear and useful analysis, but I also simply enjoy the process. Investing is something I’m genuinely passionate about, and writing allows me to turn that passion into conversations with other investors.Analyst’s Disclosure: I/we have a beneficial long position in the shares of ABX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.