Foren & Soziale Netzwerke zur AGILYSYS Aktie

 

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Kursziel: 120.092 €

Kursziel: 93.4395 €

5/19/25 :: VROCKSTAR :: NASDAQ:AGYS Interesting, but not in this tape... sidelines - i like to monitor a lot of stuff as you know and this one is def a "top 10" fintech, but not a top 3 or even 5 - revenue growth solid DD - generates reasonable cash for this growth/ mgn profile, but "not enough" based on where we are in this tape - why? - we've rallied quite a bit from the lows (correlation 1 down, correlation 1 up) - a number of POS (point of sale, not piece of s#&$) names have been hardpressed to communicate anything too encouraging - with a few exceptions - but just take a look at FI, or when XYZ reported... etc. even FOUR (a top 3 name IMO) gave back a lot - so it's not a "buy and i'd like to own more even if pops" sort of thing and "my alternatives have better dynamics and valuations in this tape". - on this alts point, i'll direct you to GAMB which as of the last few days (including today's leveraged call position i initiated taking it to my largest spot)... you have as a comparision, a valuation t

Kursziel: 81.585 €

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1/24/25 :: VROCKSTAR :: NASDAQ:AGYS A bit extreme at low 90s... buy - another one of those 6/10 ideas like NYSE:NVO in the low 80s (that worked out btw, closed this PM) as well as NASDAQ:PEP in the low 140s (also closed). - these extremes on days were mkt is selling off are the places you can find better risk than reward playing reversion. - #s weren't great, stock not "cheap" in traditional sense. but great chart, good execution, no idea on mgmt (if i was going to actually own more than 1% trading position i'd care)... but chart would indicate they're doing something right... you buy. - so this is a place where i think i can outearn the crappy 4+% annualized yield in a MM account over the weekend. looking to exit early next week for a gain or a loss, not a LT spot. - anyone have a more nuanced view? for me this is more of a trading call than a bottom-fishing expedition. not looking to FAFO. many other interesting names i'm buying today in size e.g. NVDA where i've loaded TF up. V

Kursziel: 115.14 €