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Undervalued Software Stocks: What I’d Buy, Watch, and Avoid Right Now (Part 2)
Jan 19, 2026
The creator discusses the Rule of 40 metric for SaaS companies and then analyzes Guidewire (GWRE), noting its significant sell-off despite strong revenue growth and a niche market position in insurance software. While acknowledging the high valuation, the creator highlights the company's substantial revenue increase and positive free cash flow as reasons for market interest.
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