DeepDive’s services include:
- Written research on industry trends and stock conclusions.
- Consultations with an intentionally limited set of investor clients.
- Bespoke research, including intensive diligence on private businesses and public companies.
Stocks tracked by DeepDive include:
- Major traditional IT services firms: Accenture, DXC, IBM Global Services, CGI, Capgemini, Atos
- Indian IT services firms: Cognizant, Infosys, TCS, Wipro, HCL
- Specialty players: EPAM, Luxoft, Globant, Virtusa, Unisys
- BPO/processing firms: Genpact, Conduent, ADP, Paychex
- Adjacency insights into enterprise software players: SAP, Oracle, Salesforce, Workday, ServiceNow