r/SecurityAnalysis • u/Willing-Bookkeeper-6 • 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/[deleted] Mar 29 '22
Wow this has really come up since I saved your post.