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INSIGHT PROVIDER
Gregory Ramirez
Owner and CEO
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GR20 Research
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Location:
France
Joined:
18 February 2025
11
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Information Technology
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Equity Bottom-Up
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Thematic (Sector/Industry)
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Recent
bearish
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Dassault Systemes
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08 Apr 2025 00:22
Dassault Systèmes (DSY FP): Siemens Finally Moves onto Biovia’s Territory
Siemens acquires Dotmatics for $5.1bn, expanding into life sciences and challenging industry leaders like Dassault Systèmes.
Gregory Ramirez
389 Views
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bearish
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Capgemini
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02 Apr 2025 22:29
Capgemini (CAP FP): Back to BPO?
BPO provider WNS is reported exploring potential sale, with Capgemini possibly able to afford but unlikely to align strategically. GenAI reshapes...
Gregory Ramirez
690 Views
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bullish
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Fortnox
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31 Mar 2025 22:48
European Software: Fortnox (FNOX SS) Going Private – Might Makes Right
Fortnox receives public tender offer from EQT and First Kraft for SEK90/share, signaling a rebound in Software M&A activity. Some shareholders may...
Gregory Ramirez
339 Views
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bullish
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Sage Group
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25 Mar 2025 17:38
Sage Group (SGE LN): The AI Strategy Is Taking Shape
Sage introduces Copilot AI assistant for accounting, HR, and payroll tasks, aiming to integrate AI agents into workflows and expand customer base...
Gregory Ramirez
331 Views
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bullish
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Nemetschek SE
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21 Mar 2025 18:36
Nemetschek (NEM GR): Overdelivering on Promises
Nemetschek predicts 17-19% revenue rise in 2025. Transition to subscriptions expected to boost growth, aiming to become software platform with...
Gregory Ramirez
386 Views
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