SimCorp

What experts have said about SimCorp

1 statement · 1 positive

1. Yaron NaymarkPositiveSep 1, 2026· Yet Another Value Podcast

   SimCorp pull-through could generate hundreds of millions in data-center revenue.

   “if they see that kind of pull through here, you're looking at a few hundred million dollars of data center revenue”

   Listen at 42:25

   Open the episode · $LMB: Limbach missed the data center boom. Is that the opportunity? | 1 Main Capital

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

1 episode featuring SimCorp

• 

  Yet Another Value Podcast

  Limbach’s setback tests the data-center investment thesis

  The episode examines whether Limbach’s earnings decline reflects temporary execution and fixed-cost pressure or a deeper failure to capture demand in mission-critical construction.

  Sep 1, 2026 · 52 min