Tommy Douziech
Senior Analyst
Tommy Douziech is above all a GARP investor who enjoys exploiting market inefficiencies on qualitative stocks with a nice margin of safety. Specialist in marketing and passionate about finance, this market analyst has made a place for himself at Marketscreener, juggling between long-term value investments, trading strategies and market psychology as he sees fit.
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Multibagger Stories: Constellation Software
We all want to become shareholders in companies as virtuous as Constellation Software. Without a doubt, it's one of my favorite of the hundreds of companies I've had the good fortune to study in the course of my investment life. Its greatest strength is surely its exemplary corporate culture, due in no small part to Mark Leonard, its founder and chairman.
August 24, 2023 at 09:47 am
Aswath Damodaran on AI and Nvidia
Aswath Damodaran is recognized worldwide for his expertise in business valuation. In a detailed lecture (video at the end of the article), he explains the influence of artificial intelligence on the economic projections and valuations of companies exposed to this technology. True to his investment philosophy, he attempts to assess how the promise of AI is reflected in the value of companies, and Nvidia in particular. The aim of this article is to summarize his thoughts on artificial intelligence and the valuation of one of the leading companies benefiting from AI: Nvidia.
August 17, 2023 at 03:31 pm
Perion Network Ltd. : Looking for attention
New users are the lifeblood of any brand. Companies want to find them and win them over as effectively as possible. That's what Perion Network is all about. It provides a digital advertising ecosystem capable of identifying prospects across all channels.
August 16, 2023 at 10:12 am
Waste Connections, Inc. : All-round value in waste management
The waste management industry has evolved considerably in recent decades. Although the scandals of the 1990s and rumors of links with organized crime are still fresh in investors' minds, today's companies have become stable financial entities thanks to vertical integration. This is an industry dominated by an oligopoly of well-established players, protected by high regulatory barriers that make entry by new competitors virtually impossible. This gives existing players pricing power and numerous opportunities to consolidate their position. Among these leaders in the waste sector, we have Waste Connections.
June 09, 2023 at 02:40 pm
Paycom Software, Inc: Best-in-class solutions
Paycom Software is a U.S.-based human resources technology company (abbreviated as HCM for Human Capital Management) that provides cloud-based solutions for payroll, benefits, human resources and compliance management. The company was founded in 1998 and is based in Oklahoma City. Paycom now has more than 36,000 customers worldwide. The company went public in April 2014 (9 years ago at the time of this article) under the ticker PAYC and the stock has had a nice run since then as the price has appreciated 1562%, or an annualized performance of 36.7%. Let's analyze this gem in the HCM software industry.
May 05, 2023 at 10:12 am
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