Can you link the infollion podcast here?
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Great learning experience. Waited for more than a year and now stock is slowly coming in buy range. However, I am not sure what warrants this much fall. Just the market effect, AI doom or something else? If anyone knows better please share your thoughts.
Disc: no position
Any insights into the recent price correction in Infollion? Trying to understand whether this is driven by company-specific developments or broader market trends?
I don’t have any position in Infollion. In one of the con-calls management talked about limited TAM for their core business. That combined with potential impact of AI on expert services one may need to look at sustainable growth rate here.