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  5. DND: can you pls compare these software companies. [Dye & Durham Limited]
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Investment Q&A

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Q: can you pls compare these software companies...are any of these are a buy?
Asked by adam on July 14, 2025
5i Research Answer:

Considering high debt and weak execution, we do not think DND is attractive. Considering it was up for sale and got no takers, slowing growth and poor execution, we do not think LSPD needs to be owned. ENGH has good management and a ton of cash, but has really lagged. We think it is a HOLD today, but our patience is running thin on it.