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Strategies & Market Trends : Value Investing

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Spekulatius

To: Elroy who wrote (77680)	6/17/2025 8:58:39 AM
From: E_K_S	1 Recommendation Read Replies (1) of 78486

read my earlier post; they have much more than University books. Think research publications and other detailed reports they publish and license (to libraries, company research departments etc). The value (to me) is in this data, not text books. Would need to see them grow the distribution in their AI licensing revenues. It's very early My position small just a tracking position. ------------------------------------------------------ Genpact Ltd (G) 44.04 +1.12 (+2.61%) another AI play I have built a good position in. +37% from my Buys 10/2024. They actually build AI applications for large companies and integrate these application into their enterprise systems. WLY may/could be used as a bolt on application through AI to help these companie's research departments (like Pharma, infrastructure design, manufacturing as examples). Similar to the way Reddit Inc Cl A (RDDT) 131.50+5.30 (+4.20%) is working to monitize their social media postings. In may ways, WLY's research papers are better (have been peered reviewed). AI integration still a young & growing sector w/ many possible ways to grow

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