Smart Dude Investing

Smart Dude Investing

Get exposure to agentic AI with this software company

Psy from Smart Dude Investing's avatar
Psy from Smart Dude Investing
Feb 02, 2025
∙ Paid

Investment Case

· Resurgence in corporate spending and a new agentic AI product drive a revenue acceleration and upward rerating of the multiple

· Agentic AI offerings could expand the Total Addressable Market for XXX

· For XXX, I am putting a two-year price target of XXX based on a 2027 Eps of XXX and a P/E multiple of XXX. This would be a 64.6% upside to the current share price.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Spellbreakers LLC
Publisher Terms
Substack
Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture