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"Why shouldnt I short $MAN $RHI & $ASGN With AI infiltrating all parts of HR and recruitment these are the obvious losers"
X Link @VolaDuck 2025-10-15T04:30Z XXX followers, XXX engagements
"Who here follows CBIZ $CBZ stock Better yet if you're a CPA or work in corporate finance. CBIZ has one distinct difference from Accenture $ACN FTI $FCN Globant $GLOB Huron $HURN ICF $ICFI $IBM consulting $ASGN Franklin Covey $FC etc. That is $CBZ is the 7th largest accounting firm. They are also the largest publicly traded without any close peer whatsoever. As you know most CPA firms are private LLPs. Yes they offer the services of those other companies too but CPAs are not optional. Cannot be replaced with AI. Even if AI can do it you need seal of approval of an auditor. To recap see my"
X Link @SayNoToTrading 2025-09-24T14:35Z 10.8K followers, 5813 engagements
"@siyul $ASGN $RHI $KFRC and any other employment services firms with local labor + DOGE or IT exposure similar to the $BAH long thesis"
X Link @WriteDownCap 2025-09-21T14:44Z XXX followers, XX engagements
"Interesting insight on Accenture $ACN. I remember 6-8 quarters ago the street's narrative was that IT consultants like Accenture Globant $GLOB CGI $GIB EPAM Systems $EPAM ASGN $ASGN and others were actually AI beneficiaries. Their services would be in increasing demand for helping businesses incorporate AI. Then the past few months narrative flipped to AI disrupting them where they were no longer needed or at least needed less. Because AI could do their job at least in part. Being outside the corporate world I don't know the answer"
X Link @SayNoToTrading 2025-08-28T22:29Z 10.8K followers, 5682 engagements