Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
A $2 Billion Payout Could Unlock This Software Stock

A $2 Billion Payout Could Unlock This Software Stock

A big market, an AI tailwind, and a potential legal win

Overlooked Alpha
Feb 18, 2024
∙ Paid
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Overlooked Alpha
Overlooked Alpha
A $2 Billion Payout Could Unlock This Software Stock
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Highlights:

  • At first glance, this software stock doesn’t look like much. But revenue growth is better than headlines suggest.

  • A legal victory sent shares soaring in 2022. Nearly two years later, investors seem to have forgotten about that victory. Success at appeal could nearly support the entire enterprise value of $2.85 billion.

  • Competitive risks are real. But there are multiple ways for this name to beat, and maybe crush, the market.

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