Clarivate: Attractive Business Model With Improving Organic Growth

Jan. 25, 2023 12:11 AM ETClarivate Plc (CLVT) StockCLVT1 Comment
Heinsite Capital
600 Followers

Summary

  • Clarivate has a very attractive business model in an industry with positive trends.
  • CLVT should be able to continue exerting its pricing power to drive organic growth.
  • Core organic growth performance continues to improve.

Document management and online file storage that is a global document linking system.

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Thesis highlight

Clarivate (NYSE:CLVT) has 32% upside. The company has an attractive business model with high barriers to entry, which includes high pricing power and excellent top-line visibility due to its recurring revenue model and high

This article was written by

600 Followers
I am an investment analyst in a small boutique firm, covering companies across APAC and US.With over 5 years of dissecting businesses and what makes them tick, I look for opportunities in the markets and am not confined to a particular strategy. I look for strong companies with superior moats, but also believe strongly in managing risks to survive to fight another day.

Analyst’s 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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