Jon Quast
speaker
8,197 appearances
81 recordings
2 series
first heard Oct 2025
last heard 3d ago
Jon Quast’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.
Appearances
And I think that that's what we're all looking for, whether we like to admit it or not, whereas a person might tell you something you don't want to hear.
So we are doing this more and more.
I think the business space is happening more and more that way.
businesses were maybe going to Accenture to get advice on how to implement AI.
And now you can really just ask AI how to implement itself.
To circle back what Matt was saying about Accenture possibly being a value here, or at least laying out that it does make a little bit of sense from a value perspective.
And if you're in that camp, just keep in mind a few things with Accenture announcing over $4 billion in cybersecurity acquisitions today, and the acquired businesses don't earn a profit.
So when you think about the future earnings of Accenture,
They're going to come down more than likely, at least temporarily, while these things scale.
Also, the acquisitions that made at 20 times enterprise value to annual recurring revenue, that's not exactly cheap.
So the perceived value with Accenture, just be careful when you're looking at those backward looking metrics.
It might not be quite the value that it seems to be.
And the acquisitions that it's making kind of aggressively are what is going to cause the future value.
The government just shut down a really powerful AI model.
You're listening to Motley Fool Hidden Gems Investing.
Welcome to Motley Fool Hidden Gems Investing.
I'm Jon Quast and I'm joined today by Foolish contributors, Matt Frankel and Rachel Warren.
And we're gonna talk about that government concern with AI and leading to that shutdown.
We're also gonna talk about an acquisition that I didn't see coming personally.
But first we want to talk about the news of the weekend and that is that the US and Iran have a tentative deal in place to end the ongoing conflict.
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