Which stock in your portfolio are you most excited about at the moment?

To set the ball rolling I'll say that mine is Accenture (ACN). It's been badly beaten down on the "AI will kill consulting" narrative, as well as the wider SaaS crash.

I can imagine the market going full 180 on this one. While AI threatens some of the more basic consulting/managed service work from which Accenture generates revenues, many enterprises are currently implementing AI hastily. IMO it is likely many companies mis-implement it and there becomes a need for expert outside help to fix it. Somewhat akin to when many companies outsourced work to India in the 2000s, only to find the results disappointing in many cases, necessitating external help. ACN are also able to take processes in-house leading to lucrative recurring revenue.

If ACN can become masters of AI integration and the common pitfalls, which they should - AI could lead to a time of plenty for them. Higher revenues, higher earnings, and a return to much higher multiples = high upside. With IMO limited downside at this point, rare to find a company of this quality at only 13x earnings