BMC - BMC Software

[Palantir]

This is not a very exciting company, basically an enterprise IT provider, they are moderately slow growing, but generate copious free cash flow. What stands out to me is their heavy buyback program. They've reduced their share count substantially and are strongly returning capital year after year.

 

 

The main issue is whether this return of capital will make it attractive enough to offset the lack of growth. My hunch is yes. More to follow, I suppose.