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B
Review of Docebo Inc.
DEC 10, 2024 - DCBO is a leading global provider of learning management systems (LMS), operating as a SaaS company, delivering AI-powered platforms for corporate training and educational purposes. Its core product is the Docebo Learning Platform, where companies can create, manage, and distribute online training programs for employees, customers, and partners. It has strengthened its presence in Europe, through partnerships with system integrates like Accenture and Deloitte. It is exploring opportunities for growth through potential acquisitions, and it benefits from its wide variety of customers, spread across industries such as tech, finance, retail, and healthcare
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Q: Greetings 5i Team and HNY,
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve
I see that DCBO is rated 'B' on the Gr Model Portfolio and that recent Q&A has it as a top pick. What would need to happen for the company to be upgraded to 'B+'?
Also, DSG is rated as 'A-' on the BE Model Portfolio; is it safe to assume that you prefer DSG over DCBO or would this be conditions based?
Thank you very much.
Steve
Q: How would you rank the following four companies at current valuations? Which ones would you be comfortable buying a full position in?
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