Spekulatius Posted December 12 Posted December 12 (edited) Always curious how these downgrades work. Seems to be based more based on pure momentum than anything else. This time $CACI: Edited December 12 by Spekulatius
lnofeisone Posted December 12 Posted December 12 5 hours ago, Spekulatius said: Always curious how these downgrades work. Seems to be based more based on pure momentum than anything else. This time $CACI: I, too, wonder how these downgrades work. CACI is probably the more interesting play here because roughly 30% of their revenue is up for re-compete in the next 2 years + some major deals are coming down the pipeline where they dominate. I doubt GS tracks it that close but who knows.
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