Thanks for the response. I picked OpenText to focus on because of the similarities in EDI and target customers. I touched on Manhattan when looking at cost structure, but Manhattan is quite a bit larger than SPS and OpenText. As I do more updates on SPS I'll loop in and track Descartes more.
Thank you! Would appreciate covering Descartes as well. I watch both and unfortunately both are just running north. In general I would prefer Descartes due to history, but valuation is more lofty at the moment than the valuation of SPSC. Probably I start a small watch-position in SPSC.
Good deeper dive, but opentext was not the best Peer imho
What about Manhatten or Descartes?
Thanks for the response. I picked OpenText to focus on because of the similarities in EDI and target customers. I touched on Manhattan when looking at cost structure, but Manhattan is quite a bit larger than SPS and OpenText. As I do more updates on SPS I'll loop in and track Descartes more.
Thank you! Would appreciate covering Descartes as well. I watch both and unfortunately both are just running north. In general I would prefer Descartes due to history, but valuation is more lofty at the moment than the valuation of SPSC. Probably I start a small watch-position in SPSC.