bearish
Guidewire Software: Short This SaaS Transition I (Fundamentals)
647 Views19 Dec 2019 07:43
Obex’s fundamental research process is focused on secular change in the TMT and Consumer sectors. We seek to differentiate between fundamental...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 11-minute read)
Discussions
(Paid Plans Only)
- ANGI Homeservices (ANGI): Fixed Price Will Fix the Price I (Fundamentals).06 Jan 2020
- Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)21 Dec 2019
- Guidewire Software: Short This SaaS Transition II (Building the Short Case)19 Dec 2019
- Guidewire Software: Short This SaaS Transition I (Fundamentals)19 Dec 2019
- Crowdstrike: A Case Study Followup14 Dec 2019
- Slack: A Case Study Followup12 Dec 2019
- Nutanix Buy This SaaS Transition at a Discount I (Fundamentals)09 Dec 2019
x