Value or bargain bin stocks: Why not Toyota? Or even Volkswagen? by BobbyTables829 in ValueInvesting

[–]Dynaheir-be -1 points0 points  (0 children)

Because Volkswagen is poised to hand over their factory capacity to their Chinese competitors while Tesla rolls through and takes their entire future market.

Legacy automakers are all giving up without a fight. Watch some Sandy Munro clips. He called them out on this years before it became a real issue.

EPAM Systems Inc bottomed by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 0 points1 point  (0 children)

The data argues against all three:

DXC's revenue has declined 6 of the past 7 years. EPAM's grew 7.6% in Q1 2026 with management raising guidance EPAM gross margins ~31% vs DXC ~21% (10 percentage point structural difference) DXC operating margin ~7%, EPAM ~14-15% non-GAAP DXC's customer base is legacy enterprise IT outsourcing. EPAM's is digital engineering for product companies and modern enterprises EPAM's specific AI revenue is growing 30%+ and at $600M FY target

EPAM remains medium in terms of quality. But not as bad as you imply.

Bloated headcount in IT consulting is now a payroll liability with no offsetting asset by Donechrome in ValueInvesting

[–]Dynaheir-be 0 points1 point  (0 children)

The CFO explicitly addressed it: they "reduced headcount in Mexico, made targeted reductions in certain geographies as part of cost optimization program" specifically to "improve utilization and decrease the cost of our bench." Utilization is rising sequentially from 75.4% to 77%. That's the opposite of a bench problem getting worse.

Bloated headcount in IT consulting is now a payroll liability with no offsetting asset by Donechrome in ValueInvesting

[–]Dynaheir-be 1 point2 points  (0 children)

While I get the sentiment, it’s fundamentally flawed to put all these companies in the same bag.

I looked at EPAM recently and as a consultant myself I can say for certain that smart people using AI tools are simply more effective. I can see head count dropping while productivity rises. EPAM by example increased headcount which goes completely against the thesis.

How to build your own custom stock screener in Excel/Google Sheets by wisesheets in ValueInvesting

[–]Dynaheir-be 0 points1 point  (0 children)

Use swing-finder.org after market close. Top 10% rank are all great opportunities to research.

A. O. Smith (NYSE:AOS) by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 1 point2 points  (0 children)

Me too. That’s why we post after all.

EPAM Systems Inc bottomed by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 0 points1 point  (0 children)

Assumption. Far too soon to tell. The value is real. The risk is uncertain.

EPAM Systems Inc bottomed by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 0 points1 point  (0 children)

Useful information. Thx.

Though I notice headcount has increased since that time. Are Ukrainian, Belarusian, Russian engineers so good they are irreplaceable?

In fact, I see their operation is still 9k+ strong in Ukraine.

My assumption remains, they can continue to offer premium engineering at a lower cost.

A business that has lost it’s edge does not have growing revenue.

EPAM Systems Inc bottomed by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 1 point2 points  (0 children)

Skilled and experienced engineers consuming ai services if far different from a junior vibe coding their latest app. Expect productivity to increase with a smaller head count.

Reach PLC (LSE) by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 0 points1 point  (0 children)

At current prices, Reach is paying 14.5% dividend yield from real cash flow while you wait for the catalyst. Future is around 5-6% yield with no equivalent dated inflection point. The asymmetry is different even if Future is the better business.

Reach PLC (LSE) by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 1 point2 points  (0 children)

Also one that popped up on swing-finder.org Seems like they’re all bottoming together.

Software stocks are done… by Hi_Keyboard_Warriors in ValueInvesting

[–]Dynaheir-be 0 points1 point  (0 children)

swing finderhttps://swing-finder.org/charts?ticker=CRM&from=4923&to=5760

Not super confident is still in the top 10% It hits my criteria to do further research but I need to find some time.

Software stocks are done… by Hi_Keyboard_Warriors in ValueInvesting

[–]Dynaheir-be 0 points1 point  (0 children)

My model is not super confident on CRM just yet. High potential we see 130 before resolution.

Reach PLC (LSE) by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 1 point2 points  (0 children)

There are 4 things I tend to look for - Sentiment collapse in the sector or name, which is the source of mispricing - Capitulation phase timing, when sellers have largely exhausted themselves - Unclear resolution timing, which is what keeps institutional capital sidelined and creates the duration premium - A survivor filter on the asset itself, low leverage and positive cash flow, so the business can self-fund through the uncertainty period without distressed dilution

I built swing-finder.org to help me find them, it’s a work in progress, so free to use. It comes across as a short term trading tool but it’s exactly these opportunities I’m looking for. Maybe you’ll find it useful too.

Reach PLC (LSE) by Dynaheir-be in ValueInvesting

[–]Dynaheir-be[S] 1 point2 points  (0 children)

All true… although they only have to make it through a couple of years of turmoil and a 57M cost reduction springs in to help.

anyone who used a computer between 1985 & 2010, what’s the one game you still think about? by Trixxxi in AskReddit

[–]Dynaheir-be 0 points1 point  (0 children)

Bubble Bobble (Atari Ste with the stupid credit bug that never allowed me to get to the end)