Value Investor Insight’s Post

We're excited to announce that we have today initiated coverage 🔍 📖 on The Craneware Group (#CRW). Craneware is the market leader in value cycle SaaS provision in the US with a 40% market penetration and the ambition to become ubiquitous in US hospitals. The shackles of Covid disruption, digestion of the Sentry acquisition, and the transitioning of its customers to the fully cloud based Trisus platform, have fallen away and opened up new sales opportunities for the group. While the shares have out-performed strongly, multiples look reasonable compared with peers. We calculate a DCF based fair value of 2,541p, 15% above the current share price which could easily prove conservative on stronger medium term revenue growth. Craneware sits in the sweet spot of the structural transformation underway in the US healthcare market to value-based care which is currently also the hottest area of healthcare SaaS M&A activity. If you'd like to learn more about Craneware's story, you can find the note, for free, on the portal on our website, as well as across all the usual platforms such as Bloomberg, Refinitiv, FactSet, Research Tree, etc. below. https://lnkd.in/e9HYn94d Thanks to Colin Smith for the insight, time, and effort! #research #equityresearch #equities #investmentmanagement #capitalmarkets #software #healthcare

After a year of multiple expansion and earnings growth narrowly centered in large cap tech, we discuss key influences for markets as we enter 2024 and how investors should navigate this environment. Kent Skornia and John McArthur discuss on our latest Market Perspective video.

ICYMI: Shadd Dales and Anthony Varrell heard your requests and finally had a chat with SNDL Inc. CEO Zachary George, talking about the changes they're trying to drive moving forward into 2024 to create higher quality earnings, retail industry trends in the ultra-competitive cannabis market, automation in the industry, and more. Watch at the link in the comments. #cannabisnews #cannabisindustry #cannabisbusiness

For those who missed it, please find below a link to the recording of this week's ShareCafe due diligence webinar, featuring our own Cian Caffrey talking about our recent #lithium market research. Please reach out if you would like to discuss further. #lithium #mergersandacquisitions #rfcambrian #webinar https://lnkd.in/gG4HkXiD

We are honored to have been part of Abacus Life (ABL)'s first annual Longevity Summit. Sam Anderson, Dynasty Head of Corporate Development, joined the Abacus Life and Financial Market Panel, where speakers shared their perspectives on market trends, the impact of lifespan on investments, and their personal strategies for maintaining physical and mental health. Congratulations to Abacus on a successful event! Our advisors are independent but not alone. ABL Wealth is #PoweredbyDynasty. #partnership #wealthmanagement #rias #ria #advisors #privatebanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

Check out Krilogy's latest Market Perspective video. As the S&P 500 hits all-time highs, we highlight considerations that investors should be cognizant of and share our perspective on today's market environment.

💸 It is important to understand the mechanisms behind our purchasing decisions. In our latest blog post, behavioural scientist Thomas Mathar reveals some tips on what to look out for 👉 https://lnkd.in/eWCfkEqE Swiss Life Global Solutions #financialselfdetermination #financialbehaviour #longtermthinking #moneymanagement #yourlife #swisslife

*** Investor Presentation from Benchmark Holdings plc - video recording *** Trond Williksen, CEO, and Septima Maguire, CFO of Benchmark Holdings hosted an Investor Presentation following publication of their Q1 results for the period to 31 Dec 2023. Revenues were £40.5m for the quarter, 26% below a particularly strong Q1 FY23, but 11% above Q4 FY23, maintaining quarterly momentum. In Genetics, management discussed solid performance in the core salmon business and progress in growth vectors. In Advanced Nutrition, the company posted strong performance in Europe and in the Health division significant steps have been taken to transition to new business model for Ectosan® Vet and CleanTreat®. Watch the full presentation (dividend into chapters for ease of viewing, as below) for more details on period highlights and operational performance per division, including a Financial overview and an update on Outlook. https://lnkd.in/eJvYHqpD

#News for #Media and #Investors. Watch Brian Hoffmann, President Generics discuss the record performance of our Generics business in 2023. With double-digit revenue and core operating profit growth, this was an outstanding year for Generics. For more, see https://lnkd.in/e3wVpu2k https://lnkd.in/eFaQU_AG

Only put off until tomorrow what you are willing to die having left undone. Envista: Q2 Earnings Snapshot 📈 Envista, a leading healthcare company, recently released its Q2 earnings report, showcasing impressive growth and solid financial performance. As an experienced Investment Advisor, I highly recommend taking a closer look at this snapshot to explore potential investment opportunities. 💼 In the second quarter, Envista reported strong revenue and earnings growth, surpassing market expectations. The company's revenue increased by XX%, driven by robust demand for its innovative healthcare solutions. Moreover, Envista's earnings per share (EPS) exceeded estimates, demonstrating the company's ability to deliver value to its shareholders. ✨ With the healthcare industry experiencing significant growth and transformation, investing in companies like Envista can offer promising returns. By leveraging their expertise and cutting-edge technologies, Envista is well-positioned to capitalize on the increasing demand for advanced healthcare solutions. 🌟 Don't miss out on the potential benefits of investing in healthcare and securing your financial future. Act now to ensure you're part of this exciting growth story. Invest in companies like Envista that focus on improving people's health, as it aligns with the values of wellness and family. #HSA #Investing #Healthcare #Health #Family #Wellness #Empowerment #FinancialFuture #Envista