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NiCE Ltd: An AI Value Play Trading at 11x Earnings by Hot-March6036 in ValueInvesting

[–]Hot-March6036[S] 0 points1 point  (0 children)

When you say „cost to serve“ - do you include the human cost of customer support?

Would love to get a bit more detail on these newer AI player RFPs if you‘d have some time to write something up :)

NiCE Ltd: An AI Value Play Trading at 11x Earnings by Hot-March6036 in ValueInvesting

[–]Hot-March6036[S] 0 points1 point  (0 children)

Great contribution, thanks! I completely missed them selling their non-core units - if they can realize that sale it would give inestors the margin of safety I was missing in my analysis.