Exor’s Diamonds in the Rough: Ferrari, Lingotto, Philips, StellantisClarivate – CLVT
Pitch Summary: Clarivate faced a 40% decline in share price in 2024, with challenges in market performance and reliance on inorganic growth. The company focuses on subscription revenues and has a high client renewal rate, but operational improvements are needed. BSD Analysis: Clarivate’s struggles highlight the challenges of sustaining growth in the competitive data and […]
