Globant S.A.: Bottom-Feeding In AI/Software At Less Than 10x P/E

2025-11-20 03:59:50 ET

Let it not be said that a sector is universally attractive or unattractive to me as an investment. Usually, there is appeal or interest to be found even in the most overvalued or tricky sectors. So too is the case with Software and AI. While most of the sector, relative to what I believe it can achieve, is significantly overvalued at this particular time, there is appeal to be found in some companies....

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