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Insights uncovered by Third Bridge were contrary to our thesis and gave us confidence to exit before the stock fell.Equity Analyst, $1bn Hedge Fund
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Super helpful in understanding the business model and key cost drivers.Research Analyst, Top 5 Global Investment Bank
Third Bridge launched and defined the expert transcript category
Forum is the biggest archive of expert interviews in the world.
Interviews per year
1 hour Interviews
with Transcripts and Audio Replays
Blue Prism (LSE: PRSM)
Blue Prism is a pioneering leader in robotic process automation (RPA) and has enjoyed a stellar performance since its IPO in 2016. Up to recently, the sell-side has remained largely bullish, with two-thirds of analysts rating the company a Buy (Bloomberg, Dec 2020).
Third Bridge Forum has covered Blue Prism in depth since 2017, conducting over 35 Interviews to help investors gain more insight into recent performance trends, understand in detail the competitive dynamics in the RPA space and ultimately build a stronger conviction in their investment thesis. This has enabled our clients to:
- size the RPA opportunity through Interviews with public and private companies including UiPath, Automation Anywhere, Workfusion
- assess the sector’s sustainability by validating AI defensibility
- gain insight on the threat of new market entrants through early impact assessments
- understand disruption risk of Microsoft deploying aggressive (90%) discounting
Our ongoing coverage has attracted significant interest, with over 2,000 downloads from equity clients, providing context on a nascent sector and essential insight into how best to analyse Blue Prism’s performance given the lack of consensus on the strength of its position.