General

General

@DavidWisniewski001
3 months ago

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.