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AkhenOsiris
RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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RT @mdsmaldon: Software - Reasons to remain optimistic 📈
'25 IT spending up 5.3% y/y, highest since 2022.
AI budgets rise 18.7% on average, with over half of IT leaders saying AI’s value exceeds its cost, boosting enterprise adoption.
73% of IT decision-makers plan to increase 2025 spending, prioritizing cloud and software expansion.
More respondents are accelerating IT projects compared to prior periods, indicating stronger demand.
Lower AI costs spur investment—68% of IT leaders would invest more if AI were cheaper, rising to 72% among C-suite.
Cloud spending expectations have grown since the last survey, with more organizations planning increases.
IGV has risen 74% of the time 30 days after a 5-day losing streak.
Past performance doesn’t guarantee future results, and I’m bad at picking stocks or timing. But if you’re interested, let’s discuss—ETR offers plenty of spending data, with fresh updates mid-March! #AI #EnterpriseTech #Software
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Capital Employed
131 Q4 fund letters now added...
https://t.co/Dndl7wcMwK https://t.co/dJ1EfsMgLu
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131 Q4 fund letters now added...
https://t.co/Dndl7wcMwK https://t.co/dJ1EfsMgLu
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Alvin
I will upload my full review of the Galaxy S25 Ultra this Thursday at 7 am EST.
Most of your questions will be answered there.
This will be a long one. 👀 https://t.co/xihRkllTTW
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I will upload my full review of the Galaxy S25 Ultra this Thursday at 7 am EST.
Most of your questions will be answered there.
This will be a long one. 👀 https://t.co/xihRkllTTW
tweet
Offshore
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Hidden Value Gems
Most analysts estimate stock Value based on the next 2-3 years of forecasts, predicting, on average, 10% annual growth in FCF and then rely on Terminal Value (over 70% of total valuation) with just 3% long-term growth assumption.
Interesting study on equity analysts price targets.
h/t Joachim Klement
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Most analysts estimate stock Value based on the next 2-3 years of forecasts, predicting, on average, 10% annual growth in FCF and then rely on Terminal Value (over 70% of total valuation) with just 3% long-term growth assumption.
Interesting study on equity analysts price targets.
h/t Joachim Klement
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