Buy GLOB by Sep 23, 2026.

The numbers on this company looks ridiculously cheap. EV/FCF = 4.5 Valued at 1.2bn USD, with FCF of 282m Which means its probably too good to be true. Hit me with why I shouldn't buy this one? It feels like a situation where if AI squashes it you still get your money back as it declines in next 10 years (cigarette butt). And if AI is a tailwind or it just treads water the price will strongly outperform and re-rate.