Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 3 messages. To gain access to more recent message posts signup free for membership.

#	AUTHOR DATE SUBJECT
15	member 8/22/23 7:42PM Re: any updated thoughts? 14
Not much. Q2 numbers were close to their guidance and they tightened up the guidance for the full year. Things not getting worse. I think there were some green shoots of demand coming back. Mgmt talked about... login to read the rest view available tags
14	member 8/22/23 9:49AM any updated thoughts?
Any updated thoughts post their 2Q results? view available tags
13	member 7/17/23 1:30PM Re: Why not GLOB? 12
GLOB is good. In fact, it is the cleanest story vs. EPAM/DAVA. You mentioned a lot of the pros and cons already and I agree. My reasons for not owning it is that it is at... login to read the rest view available tags
12	member 7/15/23 4:30PM Why not GLOB?
Amongst EPAM/GLOB/DAVA, GLOB has de-rated the most despite having the most robust growth engine today and having the least hair on the business/story. Is there something I am missing? For EPAM, there's still questions on how... login to read the rest view available tags
11	member 7/13/23 3:02PM Re: AI 10
Thanks for the question. Simple answer is that yes IT capacity will increase but so will the work. What I believe, and what you have to believe, to own this is that IT spend as a %... login to read the rest 1 view available tags
10	member 7/13/23 1:17PM AI
wfc - what are your thoughts on AI potentially being a risk for intensifying competition in the IT services market? Part of why IT services market has been such an attractive market is because the... login to read the rest view available tags
8	member 6/16/23 8:24AM Re: Re: Re: why epam/dava over nagarro? 7
Nagarro is run by a guy who changed his last name to "Human." Seems like another sketchy German co. 2 view available tags
6	member 6/15/23 3:34PM Re: why epam/dava over nagarro? 5
I invest in North American listed Co's. Don't know the name. view available tags
4	member 6/15/23 6:14AM Re: Re: Re: Questions 3
That's fine. I think it recovers over time but perhaps at lower levels. PE is the same as banking in the sense that there is pressure from other parts of the income statement (interest expense from PE... login to read the rest view available tags
3	member 6/14/23 11:09PM Re: Re: Questions 2
Apologies for high jacking thread to discuss DAVA - but does DAVA need a larger reset given it’s PE exposure or do you feel comfortable in that business fully recovering over time as well? view available tags
2	member 6/14/23 9:20PM Re: Questions 1
Thanks for the questions. #1 - I own both EPAM and DAVA. The same thesis applies to DAVA. EPAM is a bigger position as it is the more mature company with better diversification of revenue/verticals and... login to read the rest 1 view available tags
1	member 6/14/23 7:26PM Questions
We just wrapped up some of our initial work on EPAM. Couple of questions. Why EPAM over DAVA? How do you get comfortable with the resources based out or Belarus/Ukraine? You make no real mention of this... login to read the rest view available tags

load more messages

			2023	2024
Price:	218.00	EPS	9	11.5
Shares Out. (in M):	59	P/E	21	19
Market Cap (in $M):	12,600	P/FCF	0	0
Net Debt (in $M):	0	EBIT	573	700
TEV (in $M):	10,900	TEV/EBIT	19	16

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.