It's unfortunate to say that you cannot always just follow my articles on the free site. Due to the amount of coverage that I do, you need to also (if you want to follow my targets) note down the various price targets ("PTs") and FV's (where applicable) that I give a company to act in a way that I, personally, would, if you are so inclined.
Nagarro SE (NGRRF) is a perfect example of this. I gave the company a Buy in my last article, but this one was close to 8 months ago at this point. The company had a massive bounce in 2025-2026, which caused me to rotate my entire position at a bit of a profit because I saw this gain as unlikely to persist. This went entirely in line with my view of the company as somewhat speculative, in the article that you can find here.
The core that you must consider here is that I gave the company a target of €65/share. That meant in turn that I set an alert at €65 and also one at €70/share. The company not only broke €65 and €70/share, it broke €80, which is where I sold the last of my shares on the 12th of December in accordance with alerts. Due to the volume of companies that I cover, I do try to keep up with everything, but Nagarro was never the largest nor the most significant position in my portfolio.
And because it fell right back down again, to levels where it now trades below my previous entry, it followed my expected trajectory.
There are, of course, ways for you to get more current commentary on a company I cover. But as things are here, what I will do is update on a company that fulfilled my investment and fair
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NGRRF over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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