Primer: AvidXchange Holdings (AVDX US) - Sep 2025
Leading Provider of AP Automation for the Middle Market: AvidXchange is a key player in the accounts payable (AP) automation and payment...
120 Views
2024 High Conviction Update: BILL Holdings, Starboard Value and Elliott Move In
BILL Holdings shares have bottomed out near $40/share. The activist investor Starboard Value and hedge fund Elliott Management move in: a double...
378 Views
2024 High Conviction Update: BILL Holdings, Attractive Valuation Levels To Unwind Bearish Positions
BILL Holdings shares have underperformed, but current valuation presents opportunity to unwind bearish positions and the stock valuation looks...
458 Views
Avidxchange Holdings Inc (AVDX) - Friday, May 17, 2024
Despite benefiting from a rising interest rate environment, its core performance suggests it may not warrant a growth multiple
145 Views
AvidXchange: How Mid-Market Can Save Money. Attractive Valuation and Low-Risk Entry Point
AvidXchange’s EV/Revenue multiple is near a trough for a company in our SaaS universe, and we have a favorable view of the company’s business
432 Views
No more insights