With all due respect, comping SSNC to Oracle or IBM seems borderline ridiculous.
Beyond the fact that Oracle and IBM are being, arguably, secularly disrupted (and have had lower organic revenue growth), just look at the... login to read the rest
Thanks for the write up. I understand your points that the business scans well and that leverage is not a concern. I find it difficult to analyze the business quality here because they do not... login to read the rest
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