Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US) скачать в хорошем качестве

Adam Wilk, CIO of Greystone Capital Management discusses his thesis on Sylogist (SYZ:US)

Adam Wilk, CIO and Founder of Greystone Capital Management breaks down his investment thesis on one of his newest positions, Sylogist – a misunderstood business with 70% recurring revenue and ~60% gross EBIT margins... #canada #smallcap #valueinvesting For more in-depth research and analysis, join us on SumZero today. https://sumzero.com/apply Timestamps: 00:42: Adam Wilk background and how he got into investing 1:55: Overview of Greystone Capital Mgmt 2:41: What differentiates Greystone 4:14: Adam's alignment with Greystone investors 4:54: Idea Sourcing 6:16: Sylogist as % of portfolio 6:49: Background and intro to the opportunity with Sylogist 9:11: Sylogist product value prop 11:46: Customer retention 12:34: Revenues 13:25: Growing sales team 13:54: Growth rate 14:36: Margins for the business 16:56: Valuation 18:13: Sylogist vs Blackbaud and Tyler Technologies 19:54: What don't investors understand about Sylogist 22:20: Discussion on current CEO 24:31: Catalysts for the stock