I have had Pegasystems in my portfolio for about half a year and it is a very interesting, albeit highly speculative, trade for me at the moment. About 4 years ago, there was a $2 billion court judgment against the company for industrial espionage, which more than halved the share price (which is also almost half the market cap). This controversial verdict was overturned last year and I had already bought at €65.50, as in my opinion the market had reacted too little to this event. The price then rose to €110. Now, thanks to Trump's trade war, we are back at €65.50 and I am topping up again. An interesting software company in the business intelligence sector with high growth in all areas and a bit of AI fantasy on top.
