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 …