Clarivate: Downgrade To Hold As Growth May Take A Long Time To Recover
Clarivate(CLVT) Seeking Alpha·2024-11-08 21:04
I recommended a buy rating for Clarivate PLC (NYSE: CLVT ) when I wrote about it on 8 th August, as I believed the upside was attractive given the organic growth recovery story was wellI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thin ...