SS&C Technologies Holdings (SSNC) Bullish Investment Thesis
We came across a bullish thesis on SS&C Technologies Holdings Inc. (SSNC) on ValueInvestorsClub posted by skimmer610. VIC is our favorite sites because the ideas there are generally posted by aspiring analysts who produce quality research. We find the ideas presented on the site well thought out and deserving serious attention. Click here for the full article. Below we summarized the SSNC bullish thesis:
SSNC is an American multinational financial technology (Fintech) company that sells specialized software, software-enabled services and SaaS solutions for operational excellence to the global financial services and healthcare industries. The company has offices in the Americas, Europe, Africa, Asia and Australia. The full form of SS&C is Securities Software and Consulting.
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Polen Capital Sells Oracle (ORCL), Citing ‘Little To No Revenue Growth’
Polen Capital Management, a value-driven, concentrated, long-term investment management firm, published its ‘Polen Global Growth’ fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return of 7.70% was recorded by the fund for the Q4 of 2020, below its MSCI All-Country World benchmark that delivered a 14.69% return. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Polen Global Growth, in their Q4 2020 Investor Letter, said that they already sold their positions in Oracle Corporation (NYSE: ORCL) because of insufficient growth of the company. Oracle Corporation is a database software, and technology provider company that currently has a $187.2 billion market cap. For the past 3 months, ORCL delivered an 11.97% return and settled at $63.60 per share at the closing of February 5th.
Looking For The Best Software Stocks To Buy Now? 3 Names To Consider
Software stocks witnessed robust growth in the stock market this year. Understandably, software has become a fundamental medium for a lot of things to function. This is because the coronavirus pandemic forced companies to boost corporate spending on digital acceleration. Because of this, many of the top software stocks are seeing their best year on the stock market. Key sectors of interest include enterprise software-as-a-service (SaaS), cloud computing, and cybersecurity. All of them optimize the way we work in the digital space.
Companies that facilitate and streamline work operations, in particular, have flourished. Slack (WORK Stock Report) and ServiceNow (NOW Stock Report) are prime examples of this. Their share prices have more than doubled since the March lows. On one hand, Slack provides a means of communicating with co-workers which is paramount when working on projects. On the other, ServiceNow provides