1D·

AI eats software?

With our $TMV (-2,21%) 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?

14 Comentários

Chris@Multibagger

Is doomed to die. For me, it is one of the most endangered stocks

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jkb92@jkb92

@Multibagger see it the same way. I invested once and promised myself I would never make the same mistake again haha

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Wealth-Accelerator@Wealth-Accelerator

@Multibagger
A P/E ratio of 7 is almost a junk price.
If there was something to be gained, it would be a classic takeover candidate. But if no one takes it, it is, as you say, doomed by obvious standards.
The market capitalization has shrunk so much that the GetQuin community could buy the whole company 👍🏼

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fiducation@fiducation

@Wealth-Accelerator sales are increasing, what makes you think that the company is doomed? There are no financial difficulties, nor are sales collapsing?

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Wealth-Accelerator@Wealth-Accelerator

@fiducation Currently, they could buy SAP out of the current month...

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Chris@Multibagger

@fiducation I would not invest. I don't see any future in the business model. It doesn't matter whether they die or die of cancer.

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fiducation@fiducation

@Multibagger 2,500 euros cash flow for every 10,000 euros invested. Even without growth, we see this as a highly attractive investment.

@Wealth-Accelerator Acquisitions cost a premium; for a company like Teamviewer with a short seller ratio of >9%, this is more likely to be 50%. At the same time, acquisitions often have a negative impact on the company's own share price. So without strategic synergy effects, the management board of another company, whose bonus is often linked to the share price performance, will not simply buy a random company. Especially not if there are no clear synergy effects. Moreover, Permira has just exited Teamviewer. Before that, a takeover would have been even more difficult. This means that other companies have only been thinking about this for a few months or weeks. However, the analyses alone are likely to take months or weeks. Therefore, this is not a valid argument for us at this point.

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Olli@Olli68

The market is punishing TeamViewer for the fact that the former growth promise ("growth story") has come to a standstill for the time being. While the enterprise segment is still growing, the problems in the SMB segment and at the subsidiary 1E are dragging the share down. In addition, there is a loss of confidence in management and downgrades from banks.

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Chris@Multibagger

@fiducation No one is forbidding you from getting in.😉

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fiducation@fiducation

@Multibagger don't worry are invested 👍👌 but also see the lack of trust as the main reason, but like to challenge our assumptions, hence the post.

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DerDanner@Therapeut

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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fiducation@fiducation

@Therapeut 😂

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Global I.@gloinvest

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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fiducation@fiducation

@gloinvest By then at the latest, it should be clear to everyone how important remote software is 😂

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