1Semana·

AI eats software?

With our $TMV (+0,54 %) Teamviewer investment, we are still somewhat perplexed about the current valuation and why this phase has lasted so long. Now there is also the sell-off from seemingly all software providers, which is further depressing the share price.


However, we have the feeling that the already incredibly favorable valuation of Teamviewer is not being taken into account by the market.


Anyone who currently buys shares for 10,000 euros will achieve a potentially distributable cash flow of 2,500 euros per year with these shares.


What are the future prospects? Will remote maintenance still be needed at a time when AI is taking over all tasks? We think more urgently than ever, Teamviewer already has the solution to the dystopian horror scenarios with its remote maintenance software. Just imagine Terminator, but with the Teamviewer remote maintenance software installed.


What do you think about the Teamviewer case, but also about the sale of software providers in general?

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15 Comentarios

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Is doomed to die. For me, it is one of the most endangered stocks
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Bro I drive past the store every day and grew up with them at their location.
They just don't manage enough😂
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With the advent of openclaw/agent/moltbook at the latest, the last person should realize that a remote software solution is as urgently needed as an udder on a bull.
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@gloinvest By then at the latest, it should be clear to everyone how important remote software is 😂
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