AI, Cash, Discount Retail, IT Services, Mexico, Valuations, value
Manager discusses extensive research in IT services dating back to 2017, highlighting the evolution from low-skilled infrastructure monitoring to customer-facing application development. The sector earns extremely high returns on capital and historically augments organic growth with acquisitions. Current investment in Endava represents exposure to this new generation of IT services focused on custom application development.
Emerging markets, Hard Discount Retail, High Inventory Turnover, Limited SKUs, Mexico, negative working capital, Private-label, Self-Funding Growth, store expansion
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name, total assets under management (AUM), invested value,
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of shares bought or sold and the percentage of outstanding shares
owned. The data is generated using an API that processes investor
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helps investors and analysts monitor the stock positions of major
funds, identify investment trends, and assess the influence of
large investors on individual stocks.
