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bullish
Deep Dive: EPAM Systems (EPAM US)
SUMMARY
- EPAM is a high quality IT services provider that has been compounding earnings at a high rate for the last 10 years
- The stock is currently dislocated - down more than 70% as of the date of writing.
- EPAM’s delivery centers are distributed throughout the world but have a major presence in Ukraine, Belarus and Russia (clients are mostly based in the US and Europe).
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- Long Idea: EPAM Systems26 Jun 2022
- Deep Dive: EPAM Systems (EPAM US)11 Mar 2022
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