NOTATION: The Breakup of CLARIVATE

‘[We said that markets were overreacting earlier this month when they marked down valuations of companies in the data sector because of the threat of AI.

We pointed to companies in that sector who were heavy investors in AI – but not all of the market correction pessimism was misplaced. When Clarivate announced yesterday the sale of their Life Sciences and Healthcare divisions they confirmed that under-investment in services that hold derivative and widely available data leaves proprietors open to being undermined. Clarivate’s DRG, Cortellis and Medtech fit that description as their falling subscriptions show.

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