Weekend Digest #244 (Debt Ceiling, IT Consultants Thesis/EPAM, DAVA, GLOB)
The IT consultants are tremendous companies suddenly selling at highly attractive prices. Also some debt ceiling and lithium talk.
Summary
Breaking down the upcoming debt ceiling fight, likely short-term market reaction, and broader economic impact.
A quick update on the brightening prospects for Chile and our lithium trade there.
An overview of the IT consulting industry, and why I believe these stocks are way too oversold at present levels. Endava is particularly attractive but I li…
Keep reading with a 7-day free trial
Subscribe to Ian’s Insider Corner to keep reading this post and get 7 days of free access to the full post archives.