Clarivate: Organic Growth Has Reached A Potential Inflection Point

Core Insights - The investment approach focuses on identifying businesses with potential for long-term growth and significant terminal value generation [1] - Emphasis is placed on understanding core business economics, including competitive advantages, unit economics, reinvestment opportunities, and management quality [1] - The analyst aims to provide accessible and analytical insights to help readers identify high-quality, long-term investment opportunities [1] Investment Philosophy - The investment strategy is fundamentally driven, prioritizing sectors with strong secular growth trends [1] - The analyst has a decade of self-education in investing and currently manages personal funds sourced from friends and family [1] - The goal is to share insights and receive feedback from the investment community to enhance understanding of long-term equity value drivers [1]