Dun & Bradstreet: Turnaround Seems To Be Going Smoothly

Jan. 24, 2023 4:17 PM ETDun & Bradstreet Holdings, Inc. (DNB)
Jay Capital profile picture
Jay Capital


  • Having access to data to garner insights is table stakes in the competitive business environment today.
  • DNB is a leader in this field with a strong competitive advantage.
  • The turnaround seems to be going well.

Multi racial diverse group of people working with Paperwork on a board room table at a business presentation or seminar. The documents have financial or marketing figures, graphs and charts on them. There are laptops and digital tablets on the table



The buy case for Dun & Bradstreet (NYSE:DNB) is that it is a leading player in the B2B data and analytics industry, which is a rapidly growing and largely untapped market. DNB's proprietary Data Cloud encompasses a vast amount

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Jay Capital profile picture
I take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-term growth, no cyclicality, and a robust balance sheet.Nevertheless, investing in successful company is risky because one may end up paying too much (this is where valuation matters). I firmly believe this, yet there are situations where the development runway is so vast that price matters much less in the immediate future.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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