Broadridge Financial Solutions is a company that a lot of investors haven’t heard of but it is a systematically important company for the smooth functioning of the capital markets.
In this video, Glenn discusses:
- How Broadridge builds its hidden monopoly with switching costs and barriers to entry
- The secular trends driving future growth
- Risks
- And our estimate of fair value using an economic profit model
Use the link below to read our original write up on Broadridge Financial.