General
Potential treasure in boring companies?
Everyone is all focused on the big money making businesses but I am starting to fall under the opinion that while some stocks have high performing years there should be companies out there that have a stable customer base. $UNH has stability through health care and pharmaceutical products. Yet, what does a business need? Well they always need to be in legal compliance with the government. It is also that time of the year tax season.
So, I am looking for a hidden treasure through these companies. These are the boring ones that focus on workflows, government compliance, and tax software.
Tyler Technologies TYL
State/Local Government Regulatory Workflow
Thomson Reuters TRI Global Legal & Regulatory Tracking
Wolters Kluwer WKL Tax, Accounting, and Healthcare Compliance (Not in USA)
Broadridge BR Financial Market & Investor Regulation
Axon Enterprise AXON Public Safety & Legal Transparency
NICE Ltd. NICE Financial Crime & AML Compliance
H&R Block HRB Consumer & Small Biz Tax Compliance
Intuit INTU TurboTax, QuickBooks, Mailchimp
Rocket Companies RKT Mortgages (formerly Quicken Loans)
Asana ASAN A direct competitor to smart sheets focused on project management and team workflow automation.
Monday.com MNDY Known for its highly customizable "Work OS" that overlaps significantly with Smartsheet's core features.
Atlassian TEAM The parent company of Jira and Trello. They dominate the developer-centric project management space but are expanding heavily into general enterprise workflows.