Letters by company

NICE Ltd.

2 letters discussing NICE. Everything written about it on this site is on its ticker page.

Broyhill Asset Management The Broyhill Letter 2024.Q4 Broyhill attributes its lagging value strategy to market concentration in US growth stocks and reinforces allocations to cheaper European, smaller-cap and defensive businesses. It argues for NICE, Evolution, Six Flags, Baxter and Avantor, while adding Charles River Labs and citing valuation dislocations, operational recoveries and durable earnings potential. 2024 AVTR $10BBAX $12BEVGGF $17B
Broyhill Asset Management The Broyhill Letter 2024.Q3 Broyhill initiated Rentokil Initial, Evolution AB and Nice Ltd, citing consolidation potential, online-gaming legalization, and AI-enabled cloud contact-center software. It exited Danone, PayPal and EPAM Systems over valuation, unclear product growth and changing labor-force risks, while maintaining its theses on Philip Morris and Baxter. Q3 BAX $12BDANOY $44BDG $27B