bearish
Guidewire Software: Short This SaaS Transition II (Building the Short Case)
1.1k Views19 Dec 2019 21:10
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)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- 1H22 Obex Research Long Portfolio10 Jan 2022
- 2H21 Obex Research Short Portfolio11 Jul 2021
- Guidewire Software: Short This SaaS Transition III (Management, Culture, Valuation)21 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
x