Summary Health Catalyst reported the results of its fiscal Q1 (ended.3/31) last week. The results were above expectations on both the top line and the earnings line. Usage of the company’s DOS platform, the heart of the company’s IP has jumped sharply during the pandemic. Some new customers are delaying implementation and putting off consulting…
I do not always get to write everything I wish in a timely fashion. Lots of companies, a fair amount of volatility and loads of data through which to sift as well as conference call transcripts to which I listen and read. Many subscribers are interested in getting updates on some of the names I…
Summary Health Catalyst is a recent IPO that specializes in providing a specialized data base and analytics for hospitals. It has issued one quarterly report which was essentially in line-and not well received. The company has a strong competitive position with deep user relationships. The company is likely to enjoy a 30% CAGR for some…
Last week was one of frustration and concern for investors in highly valued IT names. This segment of the tech space saw another difficult week in terms of share price performance. Sector rotation has continued. Some subscribers are quite concerned at the share price evolution since July 26. While the QQQ index was only down…
Summary Health Catalyst came public last week. The company sold shares at $26-they are now trading in the $40 range. The company is a leading vendor in the Health Care analytic space with a proprietary data warehouse/date integration platform. The company has a variety of pre-packaged templates/applications that can dramatically improve the operational performance of…