Visible Alpha is partnering with Colossus on their podcast Business Breakdowns, which dives deep into a single company with investors and operators that know it best.
Along with each episode, Visible Alpha can provide institutional investors a clear lens into the market’s view on each company, as well as a clear view of how information is changing, where investment controversies are, and where there is a high degree of dispersion for key line items for a company.
April 8, 2022
During the episode, listeners learn how Block has made strategic moves to becoming an all-in-one financial transaction ecosystem. With the acquisition of Afterpay, Block has steadily increased the share of revenue contributed by the consumer portion of their business. Analysts expect the percentage of total revenue from Cash App to reach 39% by 2025. Download PDF | Listen to Episode
March 9, 2022
Adyen has a 64% EBITDA margin of which 90% is converted into free cash flow. This attractive EBITDA margin puts them in the top 5% of companies globally, and coupling that margin with 40% revenue growth makes this a rare story. Visible Alpha’s consensus data shows how Adyen’s EBITDA margin is well above that of its competitors. Download PDF | Listen to Episode
March 2, 2022
During the episode, listeners learn that Cadence’s revenue growth five to six years ago was growing in the mid to high single digits. This has accelerated in the past few years, resulting in revenue growth in the low teens – a three-year revenue CAGR of 13%. Download PDF | Listen to Episode
Listeners of the Business Breakdowns podcast are invited to request a free trial of Visible Alpha Insights. Let us show you how institutional investors are leveraging our innovative, integrated platform to refine their workflow through instant access to full working sell-side models and granular consensus estimates.
With robust charting, visualization and analytics tools, you can extract more valuable insights from analyst estimates and consensus forecasts. Instantly discover analyst outliers, identify trends, visualize analyst revisions and compare broker estimates for each granular line item.
