Thank you for the write-up. How did you find out they were going to do a spin off? This information does not seem to be available with a quick google search or in the SEC. Is this something they directly stated in one of their earning calls?
* What stops, say e.g. a random chinese company to just copy-cat the business model and make it even cheaper?
* They seem to be leasing their software from vCita (this is why both companies have very similar software platforms when you compare them), so they are not really a CRM but a SaaS company.Yet, they claim to have proprietary software. The way I see it is that Thryv uses the same foundation as vCita but with some extra features slapped on top of it. Either way, this may not be of importance in regards of the investment thesis.
* Do you know anything about the Thryv vs Click-to-Call patent war, or if it even is a war and if so, how much of a risk does this induce?
Excellent synopsis, as always.
Thank you!
Thank you for the write-up. How did you find out they were going to do a spin off? This information does not seem to be available with a quick google search or in the SEC. Is this something they directly stated in one of their earning calls?
Some other questions/insights:
* What stops, say e.g. a random chinese company to just copy-cat the business model and make it even cheaper?
* They seem to be leasing their software from vCita (this is why both companies have very similar software platforms when you compare them), so they are not really a CRM but a SaaS company.Yet, they claim to have proprietary software. The way I see it is that Thryv uses the same foundation as vCita but with some extra features slapped on top of it. Either way, this may not be of importance in regards of the investment thesis.
* Do you know anything about the Thryv vs Click-to-Call patent war, or if it even is a war and if so, how much of a risk does this induce?
Stumbled upon on your channel and this idea. Interesting multi-bagger opportunity.Keep up the good work!