New Report
We have posted a new report on Docebo (DCBO). Docebo provides an easy-to-use, configurable and affordable Learning Management System (LMS) that enables organizations to train internal and external workforces. It has emerged as a high-growth, AI-leveraged, learning management software seeking to compete with its legacy peers. Its growing SaaS platform is evident through its numbers, and it has a few items in the pipeline that can further its growth rates.
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Report Update
We have posted a report update on the Bank of Nova Scotia (BNS). BNS offers a broad range of services and products such as personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. BNS established itself as a strong banking player in the Americas, offering banking products and services to Latin America, however, a recent shift in strategy has altered this, and going forward we sense BNS will look different than it does today. Trading at a cheap valuation, we think this can create an interesting setup.
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Dropping Company Coverage
We are dropping coverage on Dye & Durham (DND). DND has been under pressure over the past few years, as its business heavily depends on the health of the real estate market, which has been underperforming due to high rates. The company performed an aggressive share buyback, which did not pan out as well as management intended it to, and we feel we have given it enough time for any potential recovery to occur. For these reasons, we are dropping coverage on Dye & Durham (DND).
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