Saas

26 Jul, 2025

Workday, Inc. (WDAY) - Fundamental Analysis

Investing , Analysis , Fundamental Analysis , Technology , Software

🎯 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

18 Jul, 2025

DocuSign Inc. (DOCU) - Fundamental Analysis

Investing , Analysis , Fundamental Analysis , Technology , Software Application

Investment Recommendation Summary DocuSign demonstrates exceptional operational excellence with a remarkable profitability turnaround, generating $1.07B net income compared to $74M in the prior ye