After publishing our initiation of Docebo (DCBO.TO) on November 29th and releasing it to Perspectec’s Institutional Equity Research subscribers, we have waited nearly three months to push the share price higher in order to give our subscribers time to purchase this relatively low liquidity stock. As the months passed and volumes haven fallen off, we felt the time was right to begin marketing our research. On the afternoon of Tuesday, February 11, 2020, we emailed a partially redacted version of our Docebo research to a number of Canadian small-cap portfolio managers (a redacted image of an email is shown on […]
INST
2 posts
We have completed our initial research on Docebo. This 90-slide presentation includes results from our: Face-to-face meetings with Learning & Development (L&D) professionals in Toronto Talking with LMS salespeople from Docebo, SAP, Cornerstone OnDemand, Instructure and numerous private LMS firms Trialing and demoing Docebo, Adobe, SAP and Bridge Solutions including creating questions, lesson plans and courses and simulating roles as an admin and user An online survey involving 16 L&D professionals in North America Tracking Docebo’s account executive, business development, inside sales and others in S&M Talking with Docebo’s IR Among the topics we discuss are: Docebo’s Tangible Addressable Market […]