• Brett Schafer

Deep Dive: Conor Mac Discusses Clearwater Analytics Stock (Ticker: CWAN)



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  1. Spotify

  2. Google Podcasts

  3. Apple Podcasts

Show Notes


It was a pleasure to have Conor Mac back on the show, who runs the great Investment Talk newsletter. Here are some questions we asked him about Clearwater Analytics:


  1. What is Clearwater Analytics? Who are their customers?

  2. If a fund/asset manager already has an administrator or legacy solution, why would they want to use Clearwater?

  3. How does their pricing model work?

  4. Who are the main competitors that Clearwater is trying to steal AUM from?

  5. How cyclical is the business? Does revenue tend to follow broad market performance?

  6. Do Clearwater’s customers typically have multiple service providers? Or can they operate with just Clearwater’s solutions?

  7. Thoughts on the IPO valuation?

  8. Thoughts on management?

  9. What metrics are you tracking to see whether Clearwater’s business is succeeding?

  10. What are the biggest risks to an investment in Clearwater? What could go wrong?


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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this show.

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