What a truly great job these people are doing running this company. The earnings call just reinforces the quality of leadership and focus they bring to the job. Not sure why this fell all the way from $30, but $18 is looking good at the moment.
The company is doing a very good job in aqcuring companies that are accretive(certainly better than companies like Advent). Company can grow from its current base if it continues to deliver.
One note of concern- license revenue growth up 12%, but from a very low base. They need to ramp this up more significantly for SSNC to experience long term price appreciation. But can't argue with the numbers; my short covering was perfectly timed.