Dassault Systemes ADR (DASTY)

Software companies are really under the gun right now, could be going the way of the buggy whip. He sold a couple of months ago. His view is that software's being taken over by AI. Challenged to grow business going forward.

Looks great on paper, but the price action just didn't come through. Being overshadowed by AI. He backed away and sold in May/June.

A good idea at the time, when expectations were for the software side of AI to get some traction. Great example of a stock that made so much sense on paper, but management missed the mark. He made a quick exit.

Known as an airline company, but they have this software to fiddle with manufacturing systems on your computer screen. As a result, big player in robotics. More on the outer circle of the dartboard graph of the robotics ecosystem. 12-month price target of $41.50 Get a position here ~$35.50, and add in the lower $30s. Yield is 0.7%.