BSY
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by Cassandra Unchained 2mo ago
LONG2mo ago
“Bentley Systems, to be covered later in the series, owns the road, bridge, water, utility, and transit verticals where data-set requirements are more…”Cassandra Unchained · Michael Burry
Bentley's iTwin is the incumbent in infrastructure digital twins, locking in durable pricing power and twin spend.
BSYLONG@ $32.51
$35.90+10.42%
since call May 28
peak +15.3%