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u/LackToesToddlerAnts
Reddit r/ValueInvesting
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100.0%
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+20.2%
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Тикер
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Упоминания
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Цена колла
P&L
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Тема
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Лонг
16 мая
$169.48
+20.2%
SAP is the core ERP (record of truth) for most mid-to-large companies; migration to cloud creates recurring revenue tailwinds; switching costs are extremely high. These competitive advantages are undervalued by the market, which focuses on near-term cloud migration disruption rather than the long-term stickiness and cash flows. The author is personally buying SAP at current prices, betting that fears are overblown and the moat ensures durable growth. Major enterprise customers successfully migrate to Oracle or Microsoft Dynamics during the cloud shift; AI agents reduce per-seat licensing; SAP fails to innovate and loses relevance.
SAP is the core ERP (record of truth) for most mid-to-large companies; migration to cloud creates recurring revenue tailwinds; switching costs are extremely high. These competitive advantages are undervalued by the market, which focuses on near-term cloud migration disruption rather than the long-term stickiness and cash flows. The author is personally buying SAP at current prices, betting that fears are overblown and the moat ensures durable growth. Major enterprise customers successfully migrate to Oracle or Microsoft Dynamics during the cloud shift; AI agents reduce per-seat licensing; SAP fails to innovate and loses relevance.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/LackToesToddlerAnts на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: SAP.
