Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Long Luxoft: Valuation Too Compelling Vis-A-Vis Growth Potential

|Includes: Luxoft Holding Inc (LXFT)


A high-quality business with cutting-edge development capabilities and strong competitive advantages.

Large and growing TAM experiencing disruption across a host of levels create significant revenue growth potential.

An overlooked and highly cash-generative financial model with consistent organic growth.

Shareholder friendly CEO witha proven ability to scale the business.

See my complete write-up below with charts, models, etc. 

See complete document with appendix pages hereRobo_Investor_-_LONG_Luxoft_7.9.2018_V3.pdf

Disclosure: I am/we are long LXFT.