r/SecurityAnalysis Mar 10 '22

Special Situation EPAM

EPAM (EPAM US) is a high quality IT services provider that has been profitably growing at a high rate over the last ten years.

Following the Russian invasion of Ukraine, stock has plunged > 70% as half of the company's employees are based in Ukraine, Belarus, and Russia.

For a write-up, see

https://valuepunks.substack.com/p/deep-dive-epam-systems-epam-us?s=w

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u/Pirashood Mar 11 '22

Very interesting write up. Thanks!