Kursverdoppelung bei Actua Corporation (vorm. Internet Capital)

Du verlangst ja sicher nicht von mir, dass ich mich durch hunderte deiner Postings wühle.

Wo siehst du eigentlich die Gründe, dass der Markt nicht längst das erkannt hat was du erkannt hast? Also wieso preist er die Peergroup mehr als doppelt so hoch?

Extra für Dich in 7972 und 7971 die beiden letzten Beispiele auf dieser Seite wiederholt.

Was soll daher Dein Posting)  

What Insuretechs are doing differently: Considering the alteration in customer expectations, lifestyles and preferences, the industry is ripe for change.  Developing the products consumers want against the backdrop of a rigid and yet always-evolving regulatory environment, as well as fixed ideas on how the industry operates, has slowed the progress of most insurers and emphasized why new technology-inclined start-ups are gaining ground.  Unencumbered by historical precedents, they are able to react to customer demands in new ways, customizing coverage as well as pricing to gain customer confidence and wallet share in the following ways:
         •§Educating consumers about the different insurance products available, different types of coverage, how much they need, and where and how to purchase
         •§Providing consumers the opportunity to compare insurance products side-by-side, to evaluate different carriers products and pricing
         •§Offering insurance products for only the duration of time for which they are needed (i.e. shorter term for rentals, etc.) direct from a smart phone
         •§Providing an omni-channel buying experience – where someone can start their purchase in one channel and finish seamlessly in another, while also enabling the bundling of additional products to help carriers retain and grow share without additional risk
New entrants all have one thing in common.  They’re banking on the changing customer environment, and the slow response of incumbent P&C insurers in the face of these changes, but some incumbents have already begun to act, taking back market share with new moves of their own.
Partnering on the road ahead: A rapidly changing environment calls for extraordinary measures.  Learn how leading insurers are creating a more customer-centered environment by downloading the full paper on, How Insuretech will Revolutionize the P&C Insurance Industry.

http://www.actua.com/...ech-will-revolutionize-pc-insurance-industry/
 

der ausstehenden Stücke im Wert von mehr als 63 Millionen Dollar.

FMR, LLC 5,918,812 ‎Jun‎ ‎30‎, ‎2016 15.00% 53,446,872

finance.yahoo.com/quote/ACTA/holders?p=ACTA
 

Folioynamix sein:

Revenues of Foliodynamix was more than 30 million in 2016:

Subject to final accounting (including purchase accounting) adjustments, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis), with positive earnings and cash flow. The company grew over 40% in 2013, and growth is expected to continue at that rate in 2014.
http://www.foliodynamix.com/news/...h-management-technology-platform/

Revenues increased in 2015 to about 36 million from more than 30 million in 2014
•  Revenue Growth: 18% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf

Knapp 10% Wachstum sollten 2016 durch die starke 2. Hälfe noch möglich sein, womit die Umsätze in 2016 auf 39 Millionen steigen von 36 Millionen in 2015.
Jeff Houston, Northland Securities - Analyst [11]
--------------------------------------------------
Hey guys, thanks for taking my questions. So looking at the growth for the rest of the year, I imagine Velocity and GovDelivery should maintain their roughly 20% organic growth. But [folks dig a bit] deeper into BOLT and Folio, they both had zero growth this quarter, but both had good bookings. Should we look at their growth being in the 10 to 15% range for the next two quarters? Or is that aggressive? I'm just trying to get a sense of how those two [core] for those businesses should scale for the rest of this year, and then into next year?
--------------------------------------------------
Kirk Morgan, Actua - CFO [12]
--------------------------------------------------
Yes, we would really all four of the businesses revenue in the second half of the year to be growth percentages that are higher than what we've experienced in the first half, Jeff. I think it will be more dramatic relative to BOLT and Folio in terms of their revenue growth that we expect in the - where they've been flat essentially. We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing.
Walter Buckley, Actua - Chairman, CEO [13]
--------------------------------------------------
Yes, and just to add something. We've been tracking and we've been recording our bookings for the last two quarters, but really to the last three quarters. Bookings have been ahead of revenue really at all four businesses. And it takes anywhere from six to 12 months to implement it. So that's why I think you're going to see growth [occur it] across all four businesses starting Q3.

finance.yahoo.com/news/...a-earnings-conference-154356723.html
 

Du kopierst lediglich irgendwelche ausgewählten Fakten zu zwei Aktien rein, und nennst das dann Vergleich anhand von Aktienkennzahlen?

Ist das denn so schwer für dich mal Actua und 3-4 Branchenwerte in konkreten Aktienkennzahlen (EV/Ebitda, Wachstum, EV(Cashflow etc.) in einer Art Tabellenform miteinander zu vergleichen?


zu #7980

na super, Fidelity ... und die haben den heiligen Gral der Aktienanalyse?

Die Frage war nicht wer wo ionvestiert ist, sondern warum der Markt insgesamt Actua nicht höher bewertet, wenn die Unterbewertung doch angeblich so offensichtlich ist. Schließlich liegen ja nicht nur dir die Daten von Actua und den anderen Branchenwerten vor.

Revenues of Foliodynamix was more than 30 million in 2016:
Subject to final accounting (including purchase accounting) adjustments, FolioDynamix brings to Actua a current net revenue run rate of over $30 million (approximately $50 million on a gross revenue basis), with positive earnings and cash flow. The company grew over 40% in 2013, and growth is expected to continue at that rate in 2014.
http://www.foliodynamix.com/news/...h-management-technology-platform/

Revenues increased in 2015 to about 36 million from more than 30 million in 2014
•  Revenue Growth: 18% for 2015 compared to 2014
http://www.actua.com/wp-content/uploads/2016/06/...INAL-6-16-2016.pdf

Near 10% growth in 2016 should be possible, which would increase the revenues from 36 million in 2015 to about 39 million in 2016.
Knapp 10% Wachstum sollten durch die starke 2. Hälfe noch möglich wein, womit die Umsätze in 2016 auf 39 Millionen steigen von 36 Millionenen in 2015
Jeff Houston, Northland Securities - Analyst [11]
--------------------------------------------------
Hey guys, thanks for taking my questions. So looking at the growth for the rest of the year, I imagine Velocity and GovDelivery should maintain their roughly 20% organic growth. But [folks dig a bit] deeper into BOLT and Folio, they both had zero growth this quarter, but both had good bookings. Should we look at their growth being in the 10 to 15% range for the next two quarters? Or is that aggressive? I'm just trying to get a sense of how those two [core] for those businesses should scale for the rest of this year, and then into next year?
--------------------------------------------------
Kirk Morgan, Actua - CFO [12]
--------------------------------------------------
Yes, we would really all four of the businesses revenue in the second half of the year to be growth percentages that are higher than what we've experienced in the first half, Jeff. I think it will be more dramatic relative to BOLT and Folio in terms of their revenue growth that we expect in the - where they've been flat essentially. We expect that obviously to accelerate in the second half, reflect in the bookings that we've been seeing.
Walter Buckley, Actua - Chairman, CEO [13]
--------------------------------------------------
Yes, and just to add something. We've been tracking and we've been recording our bookings for the last two quarters, but really to the last three quarters. Bookings have been ahead of revenue really at all four businesses. And it takes anywhere from six to 12 months to implement it. So that's why I think you're going to see growth [occur it] across all four businesses starting Q3.

finance.yahoo.com/news/...a-earnings-conference-154356723.html
 

zu den drei von vier Core-Companies VelocityEHS, Govdelivery und Foliodynamix ergibt folgenden Zwischenstand: 714 Millionen

Govdelivery
43,5 Millionen geschätzter Umsatz in 2016, als von mir als angemessen angesehendes Multiple vom 5 = von mir geschätztzer Wert von 218 Millionen

Velocity EHS
55 Millionen geschätzter Umsatz in 2016, als von mir als angemessen angesehendes Multiple vom 6 (um 0,5 gegenüber der ersten Schätzung erhöht)  = von mir geschätztzer Wert von 330 Millionen

Foliodynamix
39 Millionen geschätzter Umsatz in 2016, als von mir als angemessen angesehendes Multiple vom 4 = von mir geschätztzer Wert von 156 Millionen
 

Zusammenfassung obiger Analysen:



Nicht lesenswert!


 

Wenn man 714 Millionen durch die 37 Millionen umlaufenden Aktien dividiert ist man allein schon bei 19 Dollar.  

Relativ schwierig ist es, den Umsatz von Bolt zu schätzen, da es hierzu keine mir bekannten Veröffentlichung gibt, sodass man meines Erachtens nur die Möglichkeiten hat, den Guidance für alle vier Core-Compqanies von 156- 160 Millionen anzusetzen und davon die von mir geschätzten Umsätze der anderen drei Core-compnies abzuziehen.

Govdelivery: 43.5 million revenues 2016,
Yelocity EHS: 55 million revenues 2016
Foliodynamix: 39 million revenues 2016

Wenn wir bei der Gesamtsumme den Mittelwert von 158 nehmen ergibt sich: 158 Millionen minus 43,5 Millionen minus 55 Millionen minus 39 Millionen = 20,5 Millionen Umsatz von Bolt in 2016
 

Turning to our businesses starting with slide six. While revenue growth was flattened, BOLT's bookings are pacing much higher. For the quarter, we added 400,000 of ARR from an existing customer and 300,000 in one time bookings. This brings year-to-date ARR bookings to over $3 million, which we should start recognizing as revenue in Q4. I should point out this is dramatically ahead of where we were a year ago, which was in the low six-figure bookings for the first half.
The sales pipeline continues to build nicely. We entered the quarter with 14 opportunities and added one. This, combined with the progress the Company has made in sales and marketing, positions the Company well for a strong second half. The investments we've made in the network have allowed us to get new customers up and running quickly. One of the top five carriers who recently signed with BOLT late last year has rapidly grown premiums to $1 million run rate by the end of June. This growth should continue as this customer continues to aggressively expand this utilization of the platform. Another top 10 carrier customer continues to increase its seat licenses with BOLT, having jumped from 25 at the start of the relationship to 350 today with more on the way.
We finished the quarter with 59,700 users on the platform, up from 56,000 at the beginning of the year. Additionally, the opportunities of qualified risk going through the platform grew to 3 million in the quarter, up from 2.5 million in Q1. This resulted in $1.5 billion of premiums on the platform, up from $1.4 billion at the end of the first quarter.
Finally, carrier connections are up over 5,300 from roughly 5,100 in Q1, but now 99 insurance carriers integrated into the platform. As a result of the platform basically being built out and strong bookings growth we've seen year-to-date, the Company's making excellent progress for being operating cash flow positive much sooner than we previously forecasted.

http://finance.yahoo.com/news/...a-earnings-conference-154356723.html
 

https://consumer.boltinsurance.com/Flow/...ndex#/PersonalLobSelection  

September 22, 2016 1:58 pm
FolioDynamix and Scivantage Partner To Deliver Enterprise-Grade Digital Advice Robo Solution
New solution provides digital options for advisors and clients in the wake of the DOL Fiduciary Rule
Financial technology industry leaders and innovators, Scivantage® and FolioDynamix, today announced a joint partnership from the main stage of the FolioDynamix Client Conference in San Antonio.  The firms plan to deliver an enterprise-grade digital advice solution allowing advisors to collaborate with clients of all account sizes. This becomes especially important in light of new DOL Fiduciary Rule guidelines, which can make advising small-but-growing investors problematic.
The solution leverages Scivantage’s existing digital wealth management platform and integrates it with FolioDynamix’s industry-leading managed accounts platform.  This delivers an enterprise-grade, unified digital experience that includes digital investment and robo alongside full service, managed account, self-directed brokerage, and multi-channel solutions.
FolioDynamix is a strong advocate for the seamless pairing of technology and investment advice. The new solution is an example of this approach.   It provides an integrated client portal with additional self-service options, allowing advisors to offer both automated solutions and collaboration opportunities to their client base.

http://www.foliodynamix.com/news/...ade-digital-advice-robo-solution/
 

Wirst du nicht auch langsam nachdenklich?

Vielleicht ist ja ein KUV von 3 einfach zu hoch.  

“Ongoing research has shown that investors—even millennials, who are comfortable with technology—are searching for a hybrid model when it comes to wealth management,” says Joe Stensland, Chief Commercial Officer, Digital Wealth, Scivantage. “Delivering a digital robo advice solution at the enterprise level is the way to address this, and integrating market-tested solutions from Scivantage and FolioDynamix is the logical answer. Both companies already have a piece of the puzzle and fitting those together puts us in a unique position to provide the advanced solutions firms are looking for.”
“At FolioDynamix, we have coined the term ‘fiborg’ because we believe it captures the evolution in the marketplace,” says Steve Dunlap, President and COO of FolioDynamix. “The future is not about robots—or robo advisors—replacing human advisors. It is about advisors taking advantage of technology to work efficiently. Think cyborg—humans taking the best from technology—fiborg is that combination. Advisors and firms who leverage technology effectively will be ahead, and we are pleased to enable that.”
http://finance.yahoo.com/news/...er-deliver-enterprise-130000987.html
 

https://www.boltinsurance.com/solution/auto-insurance/
 

•  $5.3 billion in regulatory assets under management
*As of 6/30/16 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/08/Q2-slides-Final.pdf

$4.9 billion in regulatory assets under management
*As of 3/31/16 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/05/...des-FINALFINAL.pdf

• $4.7 billion in regulatory assets under management
*As of 12/31/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2016/02/Q4-slides-FINAL.pdf

• $4.4 billion in regulatory assets under management
*As of 9/30/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/11/...-Q3-2015-FINAL.pdf

• $4.3 billion in regulatory assets under management
*As of 6/30/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/08/...gs-Call-slides.pdf

• $4.1 billion in regulatory assets under management
*As of 3/31/15 unless otherwise noted
http://www.actua.com/wp-content/uploads/2015/05/...-slides-FINAL1.pdf

• $3.7B in regulatory assets under management
*As of 12/31/2014
http://www.actua.com/wp-content/uploads/2015/02/...l-slides-FINAL.pdf

 

https://www.boltinsurance.com/solution/homeowners-insurance/
 

Legislature
         §2016/09/19
         §by Richard Fong
As a result, Washington created a system for notifications on their website where you can query by bill number or topic, and then sign up to receive automatic email notifications when a bill is updated (see what this system looks like in the image to the left).
While the state benefited from automation, the real beneficiary are the citizens who are interested in getting notifications to various bills and were able to stay more informed on the topics they were interested in tracking.
Washington is a strong example of how even the most subtle automation can enhance the citizen experience in big ways, and also save valuable time and resources.

https://www.govdelivery.com/blog/...ck-bills-washingtons-legislature/
 

https://www.boltinsurance.com/about/testimonials/  

- The Hartford

- Kuberty Nutual Insurance

- Hiscox Buisiness Insurance

- Travelers

- Starr Companies

- Homsite

- Safeco Insurance

- Met Life Auto & Home

- The Main Street America Group

- Progressive

- Chubb

- Foremost iInsurance Group  

https://www.boltinsurance.com/about/testimonials/  

https://ir.thehartford.com/~/media/Files/T/...2016-09-16-16-final.pdf