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Gregory Ramirez

Gregory Ramirez
Owner and CEO
GR20 Research

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Information Technology Equity Bottom-Up Thematic (Sector/Industry)
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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.

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bearishCapgemini
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...

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bullishFortnox
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...

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bullishSage Group
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...

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bullishNemetschek SE
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...

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