TOI Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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17:56
Jul 09
Jul 09
The author claims TOI can acquire VMS software at far cheaper multiples than CSU, and has a longer growth runway. If TOI can sustain its acquisition strategy at lower cost while expanding its market, it could compound returns faster than CSU over time. The author is betting on TOI's relative value and growth potential compared to its larger peer CSU. Slower-than-expected acquisition pipeline, integration failures, multiple compression if VMS market matures, or CSU's scale advantages.
HIGH
00:00
Jun 14
Jun 14
Buy profitable AI adopters Lumine, Topicus.
Lumine Group and Topicus are profitable, recurring-revenue businesses that are already leveraging AI, unlike speculative pre-revenue AI companies. He prefers investing in such real AI adopters rather than in businesses spending on the AI buildout.
MED
About TOI Analyst Coverage
Buzzberg tracks TOI across 2 sources. 2 bullish vs 0 bearish calls from 2 analysts. Sentiment: predominantly bullish (100%). 2 total trade ideas tracked. Latest voices: u/Living-Number-9050, Kyle Grieve.