I know them very well. They bought up a bunch of IT consulting companies and bolted them together. Essentially they are a professional services outfit, selling their consultants time for a profit. Its a stable industry, but not one that can explode in growth (consider how software sales can scale infinitely). i think these guys will do quite well, look at the old UXC story, similar strategy here. Personally, I wouldnt buy in just yet, I think that run needs to cool off for a while, there are a lot of instos and retail that are in a lot of profit right now.
but hey, Im not always right ofcourse lol
Ann: S&P DJI Announces March 2023 Quarterly Rebalance, page-4
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