SAP: A Costly Myth Masks A Forming Contrarian Setup

It seems investors have made up their minds that as the AI revolution unfolds, software companies are doomed. This is why shareholders of companies such as Adobe ( ADBE ), Salesforce ( CRM ), Intuit ( INTUI’m a long-term investor focused on U.S. and European equities, with a dual emphasis on undervalued growth stocks and high-quality dividend growers. Through years of experience, I’ve learned that sustained profitability—evident in strong margins, stable and expanding free cash flow, and high returns on inv ...