Logos LP (@Logos_LP) started following @MadThunderdome on Oct 6, 2024

Lesson learned?

https://t.co/p4Xf5azcrM

RT @Logos_LP: GS on AI transformation project workflow $EPAM $DAVA $ACN $GLOB https://t.co/520JjuLWcq

Just remember kids, no price is too high.

$DAVA currently trades at 8.9x ‘27 p/e on trough earnings as it faces the greatest backlog tailwind since the advent of cloud computing.

$ATD.TO both current P/E and EV/EBITDA ratios trading below 2016 levels

Nice to see further validation of the technology. Still early days for quantum, but not something to sleep on as GenAI holds centre stage. $IONQ

"Accenture rises after Q4 beat amid AI wave, upbeat Q1 outlook" $DAVA $EPAM $ACN https://t.co/j6nmo51Uqf

We have reached the “forceful” rate cut stage… https://t.co/5IdvZ3lqzp

RT @LordDarlington5: (Courtesy Tip Ranks): TD Cowen analyst Bryan Bergin has maintained his bullish stance on $DAVA, giving the stock a buy…

RT @WhiteFalconCap: $DAVA "The engineering around AI is complex. The opportunity for Endava is that we can solve those engineering problem…

“In a recent project for a global pharmaceutical company, Morpheus helped reduce a business process from 5 days to less than 10 minutes and is expected to deliver annualized savings of more than $10 million” $DAVA https://t.co/3j1JYgcYfc