This is a new podcast we're launching which is a more relaxed format discussing what we've learned from our internal primary research over the last week. Please add our feed to your podcast player to keep up to date with future podcasts.

Sponsor

Visible AlphaVisible Alpha

Visible Alpha built a platform to analyze consensus data for financial and operating metrics on over 6,400 publicly traded companies. Rather than digging through models one by one, Visible Alpha creates consensus data for every line item included in sell-side models so institutional investors can better understand expectations on metrics beyond just revenue and earnings. Try Visible Alpha for free here.

Other Resources

  1. Constellation Software, Allscripts, & CSI 2.0 | In Practise - Analysis of the Allscripts acquisition and what it means for CSI’s FCF deployment.
  2. Valuing Constellation Software & Lumine Spin | In Practise - Investors discuss the Lumine spin, CSI’s terminal value and talent retention.
Sign up to read the full analysis and hundreds of interviews.