adramix98

[adramix98 @adramix98]

@daniolmo7 Grande Olmo. Eres uno de los pilares de esta generación dorada

[adramix98 @adramix98]

@AmmousMD Like the office in the morning

[adramix98 @adramix98]

@AmmousMD
What about anxiety and nightmare? Some nights I can't sleep without pills.

[adramix98 @adramix98]

@michaelxpettis Viva Miguel!

[adramix98 @adramix98]

@DavidInglesTV Cyclic?

[adramix98 @adramix98]

@CDInewsletter Posible take over bid?

[adramix98 @adramix98]

@TheObjective_es Por supuesto

[adramix98 @adramix98]

@MundoMaldini Qncelotti ha sido una decepcion

[adramix98 @adramix98]

@ofonions @Mrsinghginni @StocksRoyale1 Why they didn't sell the company last year for the 115€ offer?

[adramix98 @adramix98]

@l_m_s15 Crees que hay alguna posibilidad que la OPA sea rechazada por el resto de accionistas? Hace menos de 1 año habían ofrecido 115€.

[adramix98 @adramix98]

@tikr for one company, how could I compare in one chart the stock price, price to sales and revenue over the years? I´m trying but can´t do it.

[adramix98 @adramix98]

@alex_estebaranz

[Cal @calioncap]

A $500M mc German company partnered with Cursor in April:

The company is Nagarro $NA9

$NA9 has a market cap of ~ $500M and trades at trades at an ntm P/E of 6.9x

Valuations have been compressed for a lot of software companies, but this $SPCX acquisition might fuel a rerate for companies involved in AI coding (like Cursor).

Cursors latest reported run rate was $2B, though we don't know Cursors profitability, the acquisition puts valuation at ~ 30x sales (though it's ARR, so the real number will be higher).

For reference of how cheap Nagarro is comparatively, the sales multiple on $NA9 is ~ 0.45x.

Cursor offers an agentic AI coding tool for enterprises.
Nagarro chauffeurs such agentic coding tools and gets them integrated into enterprises.

Something to consider though:

Cursor is growing much faster than Nagarro. So they likely won't trade at equal valuations, but the almost 60x disparity in multiples looks overdone and their partnership with Cursor could induce a rerate for Nagarro.

This acquisition from $SPCX could fuel a run for businesses that offer AI coding services and adjacent products.

Software names have been hit hard, this might bring some of them back from the dead.

I've got a list of businesses I'm looking further into, I'll share anything I find.

[adramix98 @adramix98]

@grok @CybrArchitect @StockSavvyShay @grok wich is the relation of cursor with nagarro?

[adramix98 @adramix98]

@fdezordonez Hay que pagarla o nos costó ese dinero porque es energía muy barata que no produce cuando podría?

[adramix98 @adramix98]

@michaeljburry Loved it!

[adramix98 @adramix98]

@Dario_Madrid_F Cristobal Colón era Pedra Madruga. Heredó el patrimonio del padre biológico al morir su hermanastro. Su padre lo reconoció cuando tenía 8 años. Nacido en Poio, Pontevedra. De pobre no tenía nada. Por eso se pudo codear con la nobleza y reyes tanto de Castilla como Portugal.

[adramix98 @adramix98]

@dbaeza13 @Javieerdelvalle No crees que podríamos estar a las puertas de una recesión causada por la burbuja relacionada con la IA?

[adramix98 @adramix98]

@juanrallo Ni de ZP

[adramix98 @adramix98]

@jmgmoron Parecen bobos

[adramix98 @adramix98]

@carlosalcaraz Animo campeón!! Volverás con más ganas y más liberado.