Foren & Soziale Netzwerke zur GLOBANT Aktie

 

Kursziel: 67.0 €

3/20/25 :: VROCKSTAR :: NYSE:GLOB I'm back mid 120s - sub 20x pe - AI integrator - down on NYSE:ACN results - ex M&A capex, you're pretty close to 3.5% yield, probably growth understated - going much slower than the initial move i made (which admittedly i feel lucky to have exited monday at a gain) - i'd like to rent this out, confident in product, mgmt - but wouldn't be surprised to see this give back another 10 or 15% in this tape that's eschewing stuff like this - i can rent 2 mo out calls for about 9% today, which tells me i'm already in decent buy territory - copy/pasting my private-to-myself comment so you don't need to squint (from late feb) V 2/25/25 - note to myself (that u see on chart) - good LT "money" already - but there are better names out there - weak on follow up day not ideal, might rally further but still like other names more (e.g. NXT which have better mgns, growth, cash, beat/raising no overhangs and substantially cheaper) and wouldn't have conviction to keep it... and would need

2/21/25 :: VROCKSTAR :: NYSE:GLOB Too extreme, swinging long - title says it all - mkt is paying cash heavy portfolios to buy ex post over reactions and not play the russian roulette of EPS season - feels like NASDAQ:NICE again, even if it's more expensive, diff company/ industry etc. etc. and more expensive. - but come'on V