Enterprise 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
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08 Jul, 2025
ServiceNow, Inc. (NOW) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis ServiceNow represents a dominant enterprise workflow automation platform with exceptional competitive moats, superior financial metrics, and
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