Jack Henry: VMS King - [Business Breakdowns, EP.206]
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This is Busin Breakdowns. Business Breakdowns is a series of conversations with investors and operators diving deep into a single business. For each business, we explore its history, its business model, its competitive advantages, and what makes it tick. and we are here to bring them to you.
To find more episodes of Breakdowns, Check out joincolossis.com. All opinions expressed by hosts and podcast guests are solely their own opinions. Hosts, podcast guests, their employers, or affiliates may maintain positions in the securities discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. This is Matt Russell and today we are breaking down Jack Henry. Now, if you're not familiar with Jack Henry, Mark Leonard and Constellation Software once referred to this business as their gold standard.
It's a true best in class operator within the vertical market software space. And to break down Jack Henry, I'm joined by Bob Desman, portfolio manager and head of Claremont Global. Jack Henry has a rich history and there are so many things to study. On the surface. They sell a full operating system software that powers small and mid sized banks.
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