Tech: Manhattan Associates

Industry Focus

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4.6 • 854 Ratings

🗓️ 18 October 2019

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

We're back with another deep dive on a software company currently undergoing the transition from the license model to SaaS -- Manhattan Associates. We run the company through contributor Brian Feroldi's checklist.

Stocks: MANH

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Transcript

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0:00.0	Thanks to Cabbage for supporting industry focus.
0:02.6	Get the money you need to run your small business today.
0:05.1	Go to cabbage.com to get started.
0:07.5	Credit line subject to review and change.
0:09.6	Individual requests for capital are separate installment loans issued by Celtic Bank member FDIC.
0:17.0	Welcome to Industry Focus.
0:18.2	The podcast that dives into a different sector of the stock market every day.
0:21.9	It's Friday, October 18th. We're talking about a stock that
0:24.3	we've never mentioned on the show before but it's undergoing the software as
0:27.8	a service transition and we love doing that discussion. I'm your host Ellen Lewis
0:31.8	and I'm joined on Skype by
0:32.8	fool.com's Brian Feroldi. Brian what's up man?
0:36.0	Hey Dylan congratulations to your jets for securing their first win this
0:40.9	past weekend. You know it's been a really rough fall. It was nice to get
0:44.6	that first W in the books. It's crazy the difference actually having your
0:48.6	starting quarterback on the field makes for a team. Yeah that's that's super tough to play a season without one, but hey, they got the job done, right?
0:56.6	You must have been pumped.
0:57.6	Yeah, yeah, it's good to see a win and of course, you know, business as usual for you and your Patriots.
1:01.7	Although I did see a stat Brian. It's
1:03.4	the quarterbacks at the highest winning percentage right now. Tom Brady number two.
1:08.1	You know who number one is? Would that be Garopolo? Jimmy Garopolo, yeah.
1:12.1	That's right. Former Patriot. Former Patriot. Would that be Gerepolo? Jimmy Gerepolo, yeah.
	...

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