CCC

8 atoms · 跨 1 天 · 首见 2026-06-02 · 最近 2026-06-02

三色: 🟦 fact 0 · 🟥 take 8 · stance ▲5/▼3/◆0

来源: X 8

时态: fresh:8

标签: 好信源:8 · 好观点:3 · 好思考:2

叙事 (narrative) (7)

• 2026-06-02 · CEO 背景
  What’s nice about $CCC is that Githesh (CEO) has been there since the 90s. He isn’t your trashcan CEO installed by PE. He built the company and is the company.
  tags: 好思考·好信源 · → daily
  value: description=been there since the 90s
• 2026-06-02 · 软件业务粘性
  Outside of mgmt, I think the vertical software niche they are embedded in is pretty sticky with it being a two sided marketplace and a lot of proprietary data.
  tags: 好思考·好信源 · → daily
  value: description=pretty sticky
• 2026-06-02 · 估值
  I think $CCC is special lol. TLDR: it’s too cheap at ~13x FY27 FCF.
  tags: 好观点·好信源 · → daily
  value: qty=~13x FY27 FCF · date=FY27
• 2026-06-02 · PE 资产风险
  I agree that PE owned assets are more likely to do poorly… some of the biggest idiots in the industry run these software PE shops and they are susceptible to getting their faces ripped off when the paradigm changes.
  tags: 好观点·好信源 · → daily
  value: description=more likely to do poorly
• 2026-06-02 · 产品导向
  He is very product oriented.
  tags: 好信源 · → daily
  value: description=very product oriented
• 2026-06-02 · CEO 买入股份
  My only gripe is that he hasn’t bought a single share in 2026. Pretty weak
  tags: 好信源 · → daily
  value: date=2026 · description=hasn’t bought a single share in 2026
• 2026-06-02 · 收入增速
  Biggest bummer is that they have gobbled up all the market share so top line growth will never wow you.
  tags: 好信源 · → daily
  value: description=top line growth will never wow you

预测 (forecast) (1)

• 2026-06-02 · GAAP EPS 预期
  Their awful, jacked up M&A SBC debacle will be behind them after 2026 and next years GAAP EPS will be much higher.
  tags: 好观点·好信源 · → daily
  value: date=next year (2027) · direction=much higher

时间轴 (近 20)

• 2026-06-02 · narrative · 估值 · → daily
• 2026-06-02 · narrative · CEO 背景 · → daily
• 2026-06-02 · narrative · 产品导向 · → daily
• 2026-06-02 · narrative · CEO 买入股份 · → daily
• 2026-06-02 · narrative · 软件业务粘性 · → daily
• 2026-06-02 · narrative · 收入增速 · → daily
• 2026-06-02 · forecast · GAAP EPS 预期 · → daily
• 2026-06-02 · narrative · PE 资产风险 · → daily

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