Tom Werner Investment summary My previous investment thought on Definitive Healthcare (NASDAQ:DH) (published in June) was a hold rating because of the poor near-term outlook, which I expected to be heavily pressured by the weak macro environment. I was also not positive that management pivoted their salesforce to focus on enterprise accounts. I rate DH with a hold rating again as the near-term outlook remains impaired, supported by recent results, 2H24 implied guidance, and a poor sales cycle. While I see t ...