DAVA News and Press, Endava plc American Depositary Shares From 06/26/22

Endava's IT service revenue has grown enormously, leading to rich valuations. We think the company's European exposure is a risk that the stock price has not factored in. Coupled with relatively low revenue per employee, we think the European exposure can lead to a significant cor...

BAMCO’s 13F portfolio value decreased from $47.14B to $40.75B this quarter. Ron Baron increased Spotify and Shopify while reducing Alphabet and Amazon.com. Their top five positions are at ~29% of the overall portfolio. For further details see: Tracking Ron Baron's...

Endava has little financial impact from geopolitics and war, as locations are in Central Europe or the Balkans. With firms such as EPAM facing headwinds as they aid staff in Eastern Europe, Endava continues to outperform. Further, regardless of competition, the valuation has falle...

IT consultants Globant (NYSE: GLOB) and Endava (NYSE: DAVA) help their clients adopt modern technologies to grow revenue and operate more efficiently. Despite major drops in their share prices as part of the recent market downturn, both have produced market-crushing returns ...

Argosy Investors is a fee-only investment adviser seeking to earn above-average returns through a risk-conscious approach that allows us to maintain significant amounts of cash if the conditions warrant, and to deploy capital quickly and aggressively when opportunities are more plentiful....

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. In what turned out to be a challenging first quarter, Baron Discovery Fund (the “Fund”) decreased 16.30% (I...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Opportunity Fund (the “Fund”) fell sharply and significantly lagged the broader market during the fir...

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. In the quarter ended March 31, 2022, Baron FinTech Fund (the “Fund”) fell 16.67% (Institutional Shares). ...

The following slide deck was published by Endava plc in conjunction with their 2022 Q3 earnings call. For further details see: Endava plc 2022 Q3 - Results - Earnings Call Presentation

Endava plc (DAVA) Q3 2022 Earnings Conference Call May 12, 2022, 8:00 AM ET Company Participants John Cotterell – Chief Executive Officer Mark Thurston – Chief Financial Officer Laurence Madsen – Head of Investor Relations Conference Call Participants Ashwin Shirvaikar &#...