Jonathan Kitchen Simulations Plus (NASDAQ:SLP) is a software and services provider that is benefiting from the growing use of computational tools in drug discovery. While Simulations Plus has a strong business, its valuation is high given modest growth prospects and a heavy reliance on acquisitions and consulting revenue. I would not expect a meaningful correction…
Huron Consulting Group Inc. (NASDAQ:HURN) Q1 2024 Earnings Conference Call April 30, 2024 5:00 PM ET Company Participants Mark Hussey – CEO and PresidentJohn Kelly – CFO Conference Call Participants Andrew Nicholas – William Blair and CompanyTobey Sommer – Truist SecuritiesWilliam Sutherland – BenchmarkKevin Steinke – Barrington Research AssociatesMoshe Katri – Wedbush Securities Operator Good…
JHVEPhoto Investment Thesis IBM (NYSE:IBM) is set to announce their earnings report for the first quarter of this year, on Wednesday, April 24th, next week, after market hours. Big Blue reported a strong full-year FY23 earnings report in the previous quarter, which showed a re-acceleration in their core business segments, Software and Consulting aided by…
VioletaStoimenova/E+ via Getty Images Investment thesis Growth with low risk is a description that captures the essence of FTI Consulting, Inc. (NYSE:FCN). The company works with many large and prominent clients in the legal, banking, Fortune 100, and private equity firms. Since going public in 1996, its share price has grown 24-fold in 28 years….
Today, Volksbank Raiffeisenbank Bayern Mitte eG, a Bavarian cooperative bank with an ~130-year history, has entered into a long-term partnership with terahash.energy GmbH, according to a press release sent to Bitcoin Magazine. The Ingolstadt-based cooperative bank and the young startup, terahash, will collaborate on promoting topics related to Bitcoin and develop new offerings. “We are…
David Ramos IBM (NYSE:IBM) separated its managed infrastructure services business to become an independent company named Kyndryl (KD). After the separation, IBM’s core growth is driven by its Hybrid Platform & Solutions and Consulting businesses. I expect it can generate 4-5% revenue growth going forward. I initiate with a ‘Buy’ rating and a fair value…
Charday Penn Investment thesis Our current investment thesis is: CBIZ currently has a strong foundation from which to achieve MSD/HSD growth into the end of the decade. With a vast range of services across different segments and a diversification in the nature of services (recurring or project-based), we see scope for growth through an expansion…
IBM said that simplicity will play a crucial role in the initial adoption of Digital Euro, emphasizing that familiarity strengthens this process. As we know, the European Union has been working on its own central bank digital currency (CBDC) aka Digital Euro, and has been receiving consultations from global tech players. Tech giant IBM has…