7/23/25 :: VROCKSTAR :: 
SSNC
Interesting, i'd dip buy it
- 5% fcf yield
- ez does it top line growth, nothing stellar MSD
- mid teens PE
- software-esque ebitda mgns
- nothing that i know well and it's HC, so honestly the fact it's bid, doesn't run similar risks as insurers but ultimately (as my pea brain understands it) is probably a net +ve on MLR stuffs
- if this thing has any relevant dip on emotional w/e e.g.
FI this morning, it might be a solid dip buy, but i'd require probably mid to low 70s to be interested.
- that being said, stock will probs work/ continue to go up and i'd even expect a green reaction hence the "buy" even tho i'm not buying it here
V
SSNCInteresting, i'd dip buy it
- 5% fcf yield
- ez does it top line growth, nothing stellar MSD
- mid teens PE
- software-esque ebitda mgns
- nothing that i know well and it's HC, so honestly the fact it's bid, doesn't run similar risks as insurers but ultimately (as my pea brain understands it) is probably a net +ve on MLR stuffs
- if this thing has any relevant dip on emotional w/e e.g.
FI this morning, it might be a solid dip buy, but i'd require probably mid to low 70s to be interested. - that being said, stock will probs work/ continue to go up and i'd even expect a green reaction hence the "buy" even tho i'm not buying it here
V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.