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

To: E_K_S who wrote (78806)	12/24/2025 12:55:59 PM
From: OlafB	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78954

I believe the Ai story will continue for at least next 2-3 quarters before we may see some major correction or shift from "quantity" to "efficiency" by mag7. I briefly looked into financials and it's debt is more than 2x it's market cap and they increased it's from ~2b to current ~5.8b just over last three years. Analysts project revenue to be flat or increase about 3% for next year so main catalysis should be in shareholder's yield, when they pay down debt. I would recommend to go through their 10-q transcript(or feed them to AI) maybe management says something about their cash distribution objectives for 2026-27 GL Finn

To: E_K_S who wrote (78806)	12/24/2025 1:18:23 PM
From: Madharry	Read Replies (1) \| Respond to of 78954

CNXT Took a quick glance at this one. Share count has been increasing. call center operations may be in turmoil. I guess the fear is with ai spend and ai agents , call centers may turn into kodak. I dont know enough about the business and management to jump in but good luck with it, I reduced my WBD holding a lil more , should be tax free, and bought a bit more more of my large losing position in litigation finance firm Burford after reading the write up in VIC. This Burford is turning in to a money pit for me. Stock keeps going down I keep buying more. I hope it will work out. FYI there is an ongoing large lawsuit against meat processors for years of collusion in setting meat prices artificially high. If they lose it will be a big deal.

To: E_K_S who wrote (78806)	12/26/2025 11:13:22 AM
From: Bob Rudd	1 Recommendation Recommended By E_K_S Respond to of 78954

AI isn't just a threat to CNXC, it's also an opportunity as they've been implementing AI to improve their customer service offerings. This is the most recent announcement. CNXC announced a new suite of pre-built, emotionally aware Conversational AI Agents designed to make adding AI to the brand experience faster and simpler. Created for brands who want to intelligently transform their operations with the power of agentic AI without the complexity of building it themselves, the suite of intelligent agents can get answers, track orders, schedule appointments, and handle payments with understanding and empathy, according to each client’s brand voice. The “starter kit” offers four agentic AI agents – Product Support, Order Status, Appointment Scheduling, and Collections – that are designed to solve the most common customer challenges. Nespresso partnered with Concentrix to implement advanced AI conversational technologies to drive a better overall brand experience.