Software
26 Jul, 2025
Workday, Inc. (WDAY) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis Workday represents a high-quality enterprise SaaS company with exceptional financial strength ($8B liquid assets, 75.5% gross margins) and du
read more
23 Jul, 2025
Adobe Inc. (ADBE) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis Adobe represents a high-quality software platform with dominant market position in creative tools and growing digital experience capabilities
read more