We’ve held Bravura Solutions (BVS) in the past having taken a loss on the position pre-COVID as they grappled with weak sales in their UK division, however that’s the region in MM’s view that will lift them out of their current funk. We see very good value and risk / reward from this financial technology stock initially targeting ~30% upside. We are looking to add it to the portfolio.
MM is bullish BVS targeting ~30% upside
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