Hi Cameron,
I am looking to expand my exposure to the technology industry, and was looking more into companies that offers IT services to corporations.
I came across 4 companies that I find very interesting:
1- Accenture plc - ACN. -> Down -36.30% YTD.
2- EPAM Systems, Inc - EPAM. -> Down -50.39% YTD.
3- Cognizant Technology Solutions Corporation - CTSH. -> Down -32.59% YTD.
4- Endava plc - DAVA. -> Down -58.96% YTD.
All 4 seem to have growing revenue, growing ebitda, low debt and growing FCF. The only thing I have a doubt about is the valuations.
Any chance that you could create a one pager for each?
Thank you!
Cameron Stewart
This is the public forum for me to post sample 1 Pagers. Can you post this comment into the Cash Flow Club?
Thanks.
Cameron
Charif Hakim
Just reposted it :)