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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77828)	8/8/2025 12:49:38 PM
From: E_K_S	2 Recommendations Recommended By nicewatch Spekulatius Respond to of 78751

Re: Genpact Ltd (G) 44.35 +2.63 (+6.30%) Genpact Reports Second Quarter 2025 Results Net Revenues of $1.254 billion, Up 6.6% (6.2% constant currency) Data-Tech-AI Net Revenues of $599 million, Up 9.7% (9.5% constant currency) Digital Operations Net Revenues of $655 million, Up 4.0% (3.4% constant currency) Advanced Technology Solutions Net Revenues of $293 million, Up 17.3% Core Business Services Net Revenues2 of $962 million, Up 3.8% Diluted EPS of $0.75, Up 11.9%; Adjusted Diluted EPS3 of $0.88, Up 11.4% Pretty good results for a 14x PE Company issues Q3 guidance ABOVE estimates and raised FY 2025 guidance. Needham raised it's price target to $53/share --------------------------------------------------------------------- Outlook is $3.51/share to $3.58/share (12x PE) and expects revenue growth of 4% - 6% (vs 2% - 5%)

To: E_K_S who wrote (77828)	8/9/2025 1:23:43 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78751

CTSH/G. Only just to follow you with CTSH, I'll add a little here to my Very long held position. CTSH.This for me has been an example of what happens when you pick the right stock, at the right time, and are a ltb&h of it, but you really don't know what you own. You start with a small buy, hold on to it - just hold on to it for years and years. And never spend the effort or time to dig into it. Eventually your attention is finally focused on CTSH's % gain tucked in your account, and you realize you made a Big Mistake. Yes, good dollar profits -- thousands of percent gain on those few shares. At the end of the day though, relative to the overall portfolio, it totals a small $$ amount, not moving the needle at all. Ah...what could have been...but wasn't. === I continue to hold Genpact, which you mentioned.