Franklin Covey Nearing An Inflection Point

I published my first write-up on Seeking Alpha today. The summary of my thesis is:

  • Franklin Covey (FC) is going through a SaaS transition that is temporarily harming its financials.
  • The new, improved business model should become more obvious to the market in the coming quarters.
  • There is upside of 40-80% over the next 18 months with potential for more longer term.

To read the entire write-up, head over to https://seekingalpha.com/article/4084174-franklin-covey-nearing-inflection-point

As of this writing, Wiedower Capital owns shares in FC. This is subject to change.

 

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