The IT consulting company meets quarterly earnings expectations and boosts its fiscal-year guidance. ...

Following an annual tradition since 2013, by the end of the year, I review my portfolio by writing/updating very short summaries for each individual position.  17 of the 23 positions from last year are still in the portfolio and I have added 6 new positions. That turnover has been mostly driven by reviews and/or disappointing fundamental developments. I sold Fuchs, Amadeus Fire, Hermle, Royal Unibrew, Sto and Energiekontor.A more comprehensive Performance review will follow in early January 2025.A short use ...

Market Analysis by covering: Accenture plc. Read 's Market Analysis on Investing.com ...

Dec 18 (Reuters) - Accenture beat Wall Street expectations for first-quarter revenue on Thursday, buoyed by robust demand ​for its artificial intelligence-driven IT services as the ‌company advances its AI strategy to capture greater market share. The company's aggressive ‌AI push underscores a wider industry trend of enterprises using machine learning tools to help speed up mundane and complex tasks, freeing up resources to focus elsewhere, as investors ⁠bet on these ‌processes to massively boost growth. ...

Core Insights - Tata Consultancy Services (TCS) has agreed to acquire Coastal Cloud, a Salesforce consulting firm, for $700 million in cash, gaining full ownership of the company [1] - Coastal Cloud specializes in Salesforce consulting services for enterprise-scale transformations across various sectors and has a team of over 400 professionals with more than 3,000 multi-cloud certifications [2] Company Overview - Coastal Cloud was established in 2012 and is recognized as a Salesforce Summit Partner, participating in the Salesforce Partner Advisory Board [2] - The company provides advisory and business consulting in areas such as sales, service, marketing, revenue, CPQ, commerce, and Salesforce data cloud [2] Strategic Implications - The acquisition is expected to enhance TCS's global Salesforce advisory and business consulting capabilities, increasing access to the mid-market customer segment [3] - TCS aims to build a world-class Salesforce practice by combining Coastal Cloud's multi-cloud capabilities with the expertise of ListEngage, another recent acquisition [4][5] Future Plans - TCS plans to continue pursuing acquisitions aligned with its strategic focus areas, including AI, cloud, cybersecurity, digital engineering, and enterprise solutions [4] - The completion of the acquisition is subject to regulatory reviews and standard closing requirements [6]

Core Insights - Jade Global, Inc. has acquired D4M International, enhancing its capabilities in digital transformation services for manufacturers [1][2] - The acquisition combines Jade's expertise in cloud, data, AI, and enterprise applications with D4M's 20 years of experience in SAP S/4HANA and digital supply chain solutions [2][3] - This strategic move strengthens Jade's presence in North America, particularly in the automotive and manufacturing sectors, where D4M has a significant footprint [2][5] Company Overview - Jade Global is a consulting and technology services company focused on enterprise cloud applications, intelligent data solutions, and managed services, serving various industries including high-tech, healthcare, and manufacturing [4] - D4M International specializes in transforming manufacturing operations and supply chains through SAP and digital manufacturing capabilities, with over 25 years of experience [5]

Core Insights - CGI has announced the acquisition of Online Business Systems, enhancing its digital transformation, AI, and cybersecurity capabilities [1] - The acquisition will strengthen CGI's presence in Winnipeg and expand its service offerings to clients in Canada and the United States [1] - Online Business Systems brings over 350 skilled professionals to CGI, further bolstering its expertise in digital transformation and security initiatives [1] Company Overview - CGI is one of the largest independent IT and business consulting services firms globally, founded in 1976 [1] - The company reported fiscal 2025 revenue of $15.91 billion and employs approximately 94,000 consultants and professionals worldwide [1] - CGI operates through a local relationship model supported by a global delivery network, aiming to help clients digitally transform their organizations [1]

Company Overview - Aeries Technology, Inc. (NASDAQ: AERT) is a global leader in AI-enabled value creation and business transformation, particularly for private-equity portfolio companies [4] - The company has been recognized for its commitment to workforce development, earning the Great Place to Work Certification for two consecutive years [4] Core Insights - A leading digital enterprise platform provider has successfully deployed an automation-driven data reconciliation capability, significantly enhancing implementation speed and predictability [1][2] - The automation layer designed by Aeries replaced months of manual work with governed, repeatable workflows, resulting in a reduction of implementation timelines by approximately 30% while maintaining data integrity and reducing operational risk [2][3] - The client reported improved confidence in delivering high-quality results due to the strengthened deployment process enabled by automation [3] Market Opportunity - Industry analysts project that the global data migration market will grow at a compound annual growth rate (CAGR) of 18.7%, reaching $33.6 billion by 2030 [3] - Aeries' consulting-led automation practice is well-positioned to capitalize on this significant market opportunity driven by automation and AI [3]

Core Insights - Prosper Stars & Stripes achieved a net return of +9.8% in Q3 2025, outperforming its peer group which returned +3.8% and the Russell 2000 Index which returned +12.4% [1] - Year-to-date, the fund returned +8.6%, lagging behind the HFRI's +13.6% and the Russell's +10.4% [1] - The fund's long book performed well, while the short book negatively impacted overall performance [1] Company Insights - Grid Dynamics Holdings, Inc. (NASDAQ:GDYN) was highlighted as a significant stock in the fund's portfolio, with a one-month return of 7.04% but a 52-week loss of 54.39% [2] - As of November 26, 2025, Grid Dynamics had a market capitalization of $735.261 million, with shares closing at $8.67 [2] - The company is involved in IT consulting and advanced analytics, serving Fortune 500 clients, but faces challenges due to client spending apprehension and the impact of Generative AI on demand [3] - Grid Dynamics was identified as vulnerable to disruption, trading at approximately 16x FY24 EBITDA, and the fund closed its position shortly after Q3 due to these pressures [3]

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]