Investment idea — Vol. 4, No. 20

A market researcher with 67% upside

Summary

Recommendation: Buy YouGov PLC (LON: YOU) shares at £4.60.

Thesis: Investors overreacted to YouGov’s profit warning in June. They have missed that its strong renewal rates and high-quality data protect it from pricing pressures. With growth from acquisitions, recurring revenue, and a recovering economy, YouGov will grow faster than the market has …