Thryv Holdings, Inc.
THRY
position
long
MS
Thesis
Thryv operates under a 'GoodCo, BadCo' framework, where its legacy Yellow Pages business provides cash flow to support its growing software business. The software product is competitively priced and targets small to medium businesses, with potential for significant growth in customer count and revenue, suggesting a possible 5x increase in stock price as the software revenue overtakes print revenue.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time frame since the pitch, it's difficult to assess whether the thesis has played out. The potential for growth in the software business is noted, but without evidence of progress or market response, the outcome remains uncertain.
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