The model is predictable and clients can anticipate moves in their portfolios based on how the market is behaving.
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Choosing a subscription model makes revenue more predictable, but reduces revenue up front.
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Global Payments has upped EPS in every year of the past decade, the sort of dependable, predictable results my Buffett-based model likes to see.
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The more profitable the business model, and the more predictable the cash flows, the higher is the leverage that a company can sustain.
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