top of page
  • Writer's pictureAbacus Research

Anaplan (PLAN)

Anaplan is a company we want to own. It is a best of breed SAAS provider that has strong tailwinds of data and digitisation in organisations. Long term Anaplan has a winning position, the insights of real-time simulations and predictive analysis are not possible with other solutions. Replacing siloed legacy solutions and excel spreadsheets give 30%+ growth for several years.

The challenge is short term timing as PLAN is experiencing some growing-up pains. We believe, recent quarterly disappointment and ~25% fall gives an attractive risk reward, but we are aware that mis-execution usually comes in threes.

Potential Upside:     $68(+54%)

Sensible Downside: $35(-21%)

Recent Posts

See All

Fortive: potential14% IRR

Fortive is a high quality business with an asset light model, high margins, high incremental margins and consistent FCF generation that is reinvested in M&A. Recent guidance for slow organic growth fo

Vertiv (VRT) - Datacentre play on AI theme

Vertiv is a leader in critical infrastructure for datacentres and a clear beneficiary of AI driven growth. AI tailwind for datacentres is only starting. To date, Vertiv has seen little to no impact fr

Palantir (PLTR)

The advent of LLM’s have changed Palantir's relationships with institutions – the commercial market is now open to what Palantir is selling. This is a significant change from one year ago. AIP bootcam


bottom of page