The "Bear" and "Bull" thesis are supposed to be different view on the same "facts" in a way.
I am trying to argue each one from fresh, without reading the other part, as much as I can.
So, yes, the whole idea is to contradict and you, the reader, can make up your mind on what resonates more with you and the view you might shape on this company.
You can say it's the different sides of the same coin.
Regarding the latest, I haven't followed up on Nagarro. I will try to find time to do so and I'll post what I find.
Very interesting article, thanks for sharing!
"Their client satisfaction scores keep sliding (CSAT: 93.5% → 91.6%, NPS: 66 → 59)."
but:
"Yet Nagarro's client satisfaction holds at 92.7%. Their Net Promoter Score stays above 60."
"They carry net debt of 1.7x EBITDA"
but:
"Net leverage improving to 1.5x from 1.7x"
I either missed a twist somewhere in the article, or these are contradictory statements ... ?!
Oh, and if you don't mind sharing, I'd like to know your opinion on their recent results.
The "Bear" and "Bull" thesis are supposed to be different view on the same "facts" in a way.
I am trying to argue each one from fresh, without reading the other part, as much as I can.
So, yes, the whole idea is to contradict and you, the reader, can make up your mind on what resonates more with you and the view you might shape on this company.
You can say it's the different sides of the same coin.
Regarding the latest, I haven't followed up on Nagarro. I will try to find time to do so and I'll post what I find.