TOL - 27th May, 2021
Direct From The Desk: A deep dive into Altium
Add us as a preferred Google source
In the second episode of 'Direct from the Desk', I'm joined by senior analyst Jules Cooper as we do a deep dive into the software business Altium (ASX: ALU). The stock has had a difficult time over the last 12 months and now trades very close to its 12-month lows. The market remains split and somewhat sceptical of the company’s current guidance and therein lies the opportunity.
The podcast discusses:
- What the business does and how it makes money
- How it handled COVID and why we think this year will be the low point in earnings
- The longer-term growth opportunity
- Market positioning and current valuation
- Why we think the stock is a buy.
In episode 1 we looked at small-cap consumer finance business Wisr (ASX:WSR). You can access this episode by clicking here.
Get first access to the series
Click the 'FOLLOW' button below to be notified as soon as the episodes go live every Wednesday.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
3 topics
1 stock mentioned
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
Comments
Comments
Sign In or Join Free to comment
