Globant S.A.: Bottom-Feeding In AI/Software At Less Than 10x P/E (NYSE:GLOB)

Group 1 - The article emphasizes that no sector is universally attractive or unattractive for investment, suggesting that there are opportunities even in overvalued or challenging sectors [1] - The author, a senior analyst with over 10 years of experience, focuses on generating value ideas in European and North American markets, covering various countries including Scandinavia, Germany, France, UK, Italy, Spain, Portugal, and Eastern Europe [1] - The article indicates that the author has a beneficial long position in specific stocks, CGEMY and GLOB, either through stock ownership or derivatives [1]