SWI - Voss Capital - SolarWinds: Easily The Cheapest Software Stock Over $1B In Market Cap

2024-06-11 23:59:00 ET

Summary

• SolarWinds provides software solutions for network, application, and database management, helping businesses maintain smooth and secure computer networks.
• The company is transitioning to a subscription model, leading to accelerating revenue growth and margin expansion, despite being undervalued in the market.
• SolarWinds recently paid a special dividend, temporarily increasing leverage, but is expected to see significant upside potential in the near future.

The following segment was excerpted from this fund letter.

SolarWinds Corp. ( SWI )

SolarWinds provides software solutions in network, application, and database management, with modern parlance labeling its solutions as "observability." In simple terms, SolarWinds helps businesses keep their computer networks running smoothly and securely....

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