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Investment Strategies / Non-US Stocks
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Author: rnam   😊 😞
Number: of 472 
Subject: Re: SAP SE
Date: 03/25/26 7:45 AM
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I realize this is a non-US stocks discussion board, but I think this is relevant to the discussion of the valuation of SAP. Morningstar has published a list of wide moat "AI proof" companies. Most of them are software or IT related. There are a few non-US stocks like Dassault and RELX in their list.

https://www.morningstar.com/stocks/27-companies-wi...
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