7/23/25 :: VROCKSTAR :: 
SSNC
Interesting, i'd dip buy it
- 5% fcf yield
- ez does it top line growth, nothing stellar MSD
- mid teens PE
- software-esque ebitda mgns
- nothing that i know well and it's HC, so honestly the fact it's bid, doesn't run similar risks as insurers but ultimately (as my pea brain understands it) is probably a net +ve on MLR stuffs
- if this thing has any relevant dip on emotional w/e e.g. $BOATS:FI this morning, it might be a solid dip buy, but i'd require probably mid to low 70s to be interested.
- that being said, stock will probs work/ continue to go up and i'd even expect a green reaction hence the "buy" even tho i'm not buying it here
V
SSNCInteresting, i'd dip buy it
- 5% fcf yield
- ez does it top line growth, nothing stellar MSD
- mid teens PE
- software-esque ebitda mgns
- nothing that i know well and it's HC, so honestly the fact it's bid, doesn't run similar risks as insurers but ultimately (as my pea brain understands it) is probably a net +ve on MLR stuffs
- if this thing has any relevant dip on emotional w/e e.g. $BOATS:FI this morning, it might be a solid dip buy, but i'd require probably mid to low 70s to be interested.
- that being said, stock will probs work/ continue to go up and i'd even expect a green reaction hence the "buy" even tho i'm not buying it here
V
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Declinazione di responsabilità
Le informazioni e le pubblicazioni non sono intese come, e non costituiscono, consulenza o raccomandazioni finanziarie, di investimento, di trading o di altro tipo fornite o approvate da TradingView. Per ulteriori informazioni, consultare i Termini di utilizzo.