The YouTuber intends to buy a small position in ACI Worldwide, citing its leading role in real-time payment solutions for banks and merchants. The company benefits from regulatory tailwinds pushing for modern payment systems and has a strong market position with recurring revenues. Despite a competitive market, its valuation (P/E of 25, FCF ratio of 18) is considered fair, and analysts expect above-average earnings growth.
“ich werde da eine kleine Position im Februar eingehen” — ▶ 9:40