Hold

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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Iron Mountain Inc. (IRM) - Fundamental Analysis

🎯 Investment Thesis & Recommendation Core Thesis Iron Mountain represents a unique value proposition combining defensive record storage cash flows with high-growth data center expansion, ben

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Netflix Inc. (NFLX) - Fundamental Analysis

🎯 Investment Thesis & Recommendation Core Thesis Netflix maintains dominant market position with 301.6M subscribers, but trades at significant premium (56x P/E) despite decelerating subscrib

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