Value Investing News

I hope you're kidding. This fish has fried.

Try talking in depth to someone who works there. And try finding someone who has worked there longer than a year. I was one of the few.

You're about 5 years behind the times. It used to be a good company when companies had enough money to buy the product before they knew what they were getting.

Try picking up one of their reports sometime.

You'll see what I mean. Their market is saturated. After creating "custom" (ie, boilerplate, the "Find and Replace" tool is key) research for procurement, sales, marketing, finance, supply chain, manufacturing, technology, human resources, retirement benefits, property management, sales operations, business leadership, etc. etc. what is left? They've targeted every strata of every business and created every line of research except maybe an Executive Assistant Roundtable, and only had $10 million dollars in middle-market growth this year. There's this phrase called "hitting the wall..."

You want my opinion? The opinion of someone who's actually worked there and knows the business inside and out?

Don't buy.