Teleperformance Stock EPA: TEP can easily double in the next 12 months if development reaccelerates and they continue with the buybacks. The cash flows are strong and the business doesn't seem under the effect of AI. However, there are also risks in the form of competitive advantages and an economic downturn naturally.
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Nice call, Sven. I’m not a big fan of these kinds of companies, but this one seems to be extremely cheap and still has a long way to run
callcenter? young ppl almost never answer phone calls – future is not good for this kind of bussiness. and Ai can replace it in few years…and probably do a better job at it.
Is not telemarketing is customer service
Don’t forget, inbound callcenters are viewed as a cost center for most companies. With less incoming calls they are more likely to outsource it because they don’t have enough scale.
Especially if they can leverage AI investments, the cost/handled call can be a lot lower.
Yeah this is one of those, even if the sector does well, it’s hard to know which company from the sector will come on top.
Highly competitive = no moat = risky. There are better businesses to invest in.
That is a completely nonsensical reduction. Perhaps the most competitive business in the world is consumer beverage. Yet somehow Coca-Cola has had a durable advantage for decades. Almost any successfull business area will be very competitive; you have to look very spesifically at the particulars of each company and the field to assess anything like a ‘moat’.
And really, it is close to impossible for the most part to actually assess the ‘moat’ of a company.
I read a value investing book recently called ‘Value Investing: From Graham to Buffett and Beyond’ by Bruce Greenwald, professor of Finance and Asset Management at Columbia University. In the reprint, which is a little more than a decade old I believe, the business that he repeatedly brings up when talking about moats and competitive advantages in the modern age is Intel. Now look at the present public opinion on the ‘moat’ of Intel. And that is just *precisely* what can and eventually *will* happen with NVIDIA, Microsoft, Google, Apple, Visa, Mastercard, Novo Nordisk and whatever other seemingly wonderful company that you believe is a great business to invest in.
Humans are notoriously bad at grasping how much will change over a longer time period, like an investor lifetime. We are just not wired that way, and it is just not possible to know. There is no example better than Warren Buffet’s investment in the Buffalo Evening News. When Warren Buffet bought the newspaper in 1977, it was one of the best businesses he could imagine, and it was very hard to see any way that a geographically dominant newspaper could ever be a bad business. Look at the state of newspaper businesses in 2024. It was *impossible* to predict what would happen.
I’m in customer service, and my company did some experimentation with AI. It was shockingly bad, and I say that as someone who loves AI. But I doubt it stays that way, so I am currently skilling up to get the heck out of this business. The best investment is yourself.
I work in AI. I confirm 😀 AI will not replace customer service in the current generation. Plus, the legal responsibility of a wrong “AI” will reside on the company serving the AI bot, so people should be cautious with their predictions…
This is going to be one of the first industries taken over by AI. At first you will not see any disruption until suddenly the entire industry is very fast gone. Current focus is on general AI but when it shifts to specialized AI, the capex cost is going to be much lower and revenue per customer served will be only a fraction. I would need a 33% dividend yield to invest in this.
“At first you will not see any disruption until suddenly the entire industry is very fast gone. ”
This is always the prediction but never the reality, IME. Can you think of a single industry that this happened to?
@@drstedman Blockbusters and Nokia comes up first to my mind but those were not nearly as radical and fast. Good example could be SpaceX taking over entire US manned space flights to ISS from Russia.
!!!I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.
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Hello Swen, what do you think about another French stock Trigano?
Someone should create a Youtube channel that constantly reviews success of the various Youtube stockpickers and their predictions. Does one already exist?
You should make it! I would watch it!
Look the recommendation of the older Videos, I am almost sure he underpeform a lot
They have 500,000 staff, the majority who make and take calls….They can invest in AI but that’s not their primary business model…AND AI really works when it comes to answering customer enquires – it will reduce the need for those 500,000 staff….If there was one business to be made obsolete by AI then it is Teleperformance… Its an OLD business model… Think of it like the internet did for Yellow Pages in the UK (printed business directories). Sure, Yellow Pages developed an online directory but did it help? No, because their core business was printed directories and MR customer no longer needed them. I don’t believe AI is a complementary tool for Teleperformance. It may bankrupt Teleperformance over the next 10 years like the internet destroyed Yellow Pages.
good points, thanks for sharing
Concentrix expected EPS 11bucks ie trading below 5x…
it is a general sector downturn as the pandemic boom has been subduing
As of last month I was trading my self I lost almost everything, now it just makes no sense, i have to choose if I’m a trader or face my job so i chose my job, now I’m confused of what etfs to store my funds for long term, maybe a little aggressive ones
Hey buddy! Don’t be seduced by large dividends. Concentrate on total return. There is no sense in collecting large dividends if your overall investment is going down however I’d say SPYI, JEPQ, QQI and IWMI. But do your research.
Personally I put down 1.3m$ on few ETFs, still diversifying. It was this time last year I made a huge break through with 200k. Handed it to a firm here in Texas, I get weekly pay out which I put back on long term ETF’s. IWM will probably crush it this quarter
I already added VOO and QQQM, can you share this firm with me
Yeah, Jennifer Kristie Taylor use her name to look her up
SPY, QQQ, IWM, and currently TLT. I only have 4. Jennifer’s firm grows a good portion of my diversification, I live in Connecticut.
If you can catch keep down at 50 or below that’s a good place to park it
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Maybe I wasn’t focused enough but how did you get to Return 10%?
If I didn’t hate call centers, I would consider this stock. Outsourced customer care is a cancer on society.
Another one of these Carlin analysis on a company that’s about to get disrupted (Intel)
I noticed your yt quantity and quality goes through cycles similar to how the econmy used to be, at the moment we are in an upswing and im here for it 🙂
Not great moat.
P/E 8,5 for a french company is not even that great. CAC40:s P/E is sub 15. I have a rule in investing, if it ends with SE move along. Dividend withholding is taxed at 30 % and good luck getting it back. And the political risk is very high.
can you do bdory banco do brazil?