Progress Software boasts strong moats and cash generation, but growth has relied heavily on acquisitions, not organic expansion, limiting long-term appeal. Despite resilient revenue and peer-leading ...
Progress Software excels as a disciplined, serial acquirer of stable, cash-flowing software assets, prioritizing financial discipline over high-risk growth strategies. Its leveraged capital structure, ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. This result seems to violate one of my basic rules of investing: ...