Globant S.A.: Bottom-Feeding In AI/Software At Less Than 10x P/E
Core Insights - The investment landscape is not universally attractive or unattractive, as there are opportunities even in overvalued or challenging sectors [1] Group 1 - The analyst has over 10 years of experience generating value ideas in European and North American markets [1] - The analyst contributes to iREIT®+HOYA Capital and Wide Moat Research LLC, covering various European markets including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] - The focus is on identifying reasonably valued stock ideas within these markets [1]