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Quad 7 Capital, parent company of Quad 7 Research and Quad 7 Poker, was founded in 2017 by a long time investor, professor and politician. The company has expertise in policy, economics, mathematics, game theory and the sciences. Quad 7 Capital runs a top-rated exclusive research service called ... more

Bad Beat Investing Adds OpenText To Growth Portfolio

Date: Thursday, April 19, 2018 7:50 PM EST

https://static.seekingalpha.com/uploads/2018/4/17/3949741-15239778381395736.png

Source: Investor Q4 presentation

While inorganic growth is common in this sector, organic growth needs to be a focus moving forward. In addition, the company is expanding its operations globally, and should drive revenue growth for years to come:

https://static.seekingalpha.com/uploads/2018/4/17/3949741-1523977696395096.png

Source: Investor Q4 presentation

As the company moves forward, the question is whether the improvement in the company’s relative valuation via share price growth versus earnings appropriately reflect the changing growth environment, and future potential of the company. The growth in fiscal metrics is evident:

https://static.seekingalpha.com/uploads/2018/4/17/3949741-15239780306793356.png

Source: SEC filings

And it was not just a year-over-year quarterly improvement:

https://static.seekingalpha.com/uploads/2018/4/17/3949741-1523978065633632.png

Source: SEC filings

Virtually every metric has improved. We further believe that with ongoing acquisitions and international expansion, the numbers will continue to improve. This is not baked into share prices in our opinion, and as such, we believe there is still further appreciation potential into 2020.

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