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Strategies & Market Trends : Value Investing

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To: petal who wrote (76322)	10/10/2024 4:00:38 PM
From: Harshu Vyas	Read Replies (1) of 78748

This is a website I use - Recent Spinoffs - The Zen of Investing - personally, I like NCR Voyix, VYX (the parent co). I haven't bought any shares, but if I had more cash, I would. I think there's lots of hype around "newer, flashier" POS software companies. VYX is older and maybe slightly out-of-date, but with a cleaner model and more focus towards retail/restaurants, I think they should be valued higher. (It's a weird market we're in where for "older, more boring" companies reality gets a discount but for "newer, futuristic" companies the future gets a premium. The whole market isn't in bubble territory - some of it's reasonable/cheap.) They recently sold their digital banking business (which will take out a massive chunk of debt making the proposition materially less risky). I reckon this could be multibagger potential purely because the market just hasn't given it enough thought/time. Veritas Capital Completes Acquisition of NCR Voyix’s Digital Banking Business, Rebranding Business as Candescent \| Business Wire Insiders have also been buying, but I take it with a pinch of salt. I own no shares (cash constraints), but find the situation interesting enough to follow quite closely. Maybe it's of interest to you.

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