- A business upbeat on its AI and EV opportunities.
- Our second company looks attractively valued.
Sometimes below the very best in class - and therefore richly valued - businesses there exist cheaper but still decent quality alternatives. One company this week falls into this category. The other company looks cheap but is profitable and its core activities will even benefit from any market volatility.
Our first company is very upbeat about its potential to deliver good levels of profitable growth from both its existing and new markets. It sees its business benefiting from three secular growth markets: hybrid and electric vehicles, cloud computing and artificial intelligence, renewable energy.
