Tenaris is mentioned as a more interesting investment opportunity than Accenture, currently ranked higher on the creator's watchlist.
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🟡ACCENTURE: ¿El FIN de la CONSULTORÍA o la MEJOR INVERSIÓN en BOLSA?😲 |👉Análisis + VALORACIÓN 2026Q3
Aug 30, 2026
The creator discusses Accenture's investment thesis, noting a significant price drop from its highs and questioning its future, particularly in light of AI disruption. The analysis includes Accenture's business model, client relationships, and recent guidance reduction, with a valuation to be presented. The creator also teases a Steve Jobs anecdote about consulting.
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Nike is mentioned as a more interesting investment opportunity than Accenture, currently ranked higher on the creator's watchlist.
Pultegroup is mentioned as a more interesting investment opportunity than Accenture, currently ranked higher on the creator's watchlist.
Adobe is mentioned as having aggressive share repurchase plans, similar to Accenture, given its generated cash flow versus its market capitalization.
Accenture is down over 55% from its highs, trading at 13 times earnings with a 4% dividend yield, prompting a re-evaluation of its investment thesis amidst AI disruption concerns.
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