Endava: Priced For Stagnation Or Obsolescence

I recently updated my view on Globant ( GLOB ), which saw its stock crash 30% after a modest miss and lowered guidance. This resembles what has happened to Endava (NYSE: DAVA ), and IExperience is difficult to learn. After 30 plus years of critically analyzing the nuts and bolts of businesses as diverse as airlines, oil, retail, mining to fintech and ecommerce plus the macro, monetary and political drivers. I continue to immensely enjoy learning and applying my experience to unravel, comprehend and benefit ...