Endava: Hitting Bottom On Stagnation

Group 1 - The article discusses Endava plc (DAVA) as a high-growth IT consulting firm, often compared with Globant (GLOB) [1] - The author emphasizes the importance of experience in analyzing diverse industries, including airlines, oil, retail, mining, fintech, and e-commerce, as well as macroeconomic factors [1] - The author reflects on their extensive experience through various crises, which enhances their ability to understand and benefit from new ideas and business models [1] Group 2 - There is a disclosure indicating a beneficial long position in DAVA shares, highlighting the author's personal investment in the company [2] - The article expresses the author's independent opinions without any external compensation, reinforcing the authenticity of the analysis [2] - Seeking Alpha's disclosure notes that past performance does not guarantee future results, emphasizing the need for individual assessment of investment suitability [3]