The $6+ billion coaching industry is facing unprecedented disruption as artificial intelligence transforms how coaching services are delivered and scaled. What was once an exclusively human-to-human ...
We view Tyler Technologies as the clear leader in a sleepy and underserved public service software niche market. We believe there is a decadelong runway for normalized top-line growth near 10% at ...
In April 2024, SLB announced an agreement to acquire ChampionX in an all-stock transaction, which we think is in the best interest of shareholders. We expect the acquisition will close in early 2025.
Over time, it has become clear that poor governance in managing the resources and dysfunctional institutions have combined to promote poverty than affluence in this country.