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Stocks-in-Depth

The Stocks-in-Depth podcast is provided by GARP Research, a provider of institutional equity research reports since 1995. GARP is renown for the granularity of its models and extensive written assessments of competitive threats and vulnerabilities. GARP's investment philosophy is predicated on discovering opportunity through fundamental assessment via intensive modelling, having a wide ranging curiosity about strategic influences, and engaging in person-to-person contact. GARP looks for long-term growth, but it is cognizant of finding value in contrarian situations and wants valuation to be reasonable relative to potential earnings.
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Mar 5, 2016

How much organic growth is really occurring at RealPage?  Is the apartment rental market going to become swamped by capacity?  How profitable is RealPage really, considering that it discusses its results with institutional holders in non-GAAP terms?  What does it look like using more conventional yardsticks?  Is there a large market waiting for it and Yardi to penetrate?  In this podcast of this lesser known stock market listing, GARP Research attempts to unpack these questions through walking listeners through our granular models of the company’s operating results. 

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