5/16/24 - $glob - can't buy the dip, mediocre result... lowerin-line result and 2Q and FY guides are a touch below consensus. that's a no-touch in this environment. let's be clear - great (if not the best) IT transformation co that will benefit from a lot of the secular trends in the coming years. however, in order to sustain software-esque multiples >20x PE.
