JOUT’s revenue growth was impressive into FY21 (CAGR: 8%), however, the company has seriously struggled subsequently. Demand is softening and economic headwinds are wreaking havoc. We like its ...

PTC has evolved into an SaaS-driven industrial software leader with improved profitability, higher margins, and a stronger competitive moat. Growth has been heavily acquisition-driven, raising ...

Making quality business decisions is no longer about trusting a hunch or leaning only on past experience. The real challenge for companies today is learning how to make sense of the overwhelming ...