Figma Still Jamming
Figma (FIG) $26 is a cautious buy. Industry/Sector/Type – Software, SaaS/The industry going through massive re-rating Biggest catalysts for the stock – Positive: Product acceptance
02/24/2026
Enterprise Software
Cadence Q4 Earnings Defies AI Threats To EDA
Cadence (CDNS) $300 up 7% post earnings. Holding. Cadence’s earnings mitigated and defied fears of AI disruption, as it beat on earnings, revenues and also
02/18/2026
Intuit Is Finally Available At A Reasonable Price
Intuit (INTU) $378 is looking more like a bargain Positives Strong, market leading products: Intuit (INTU) is a rock-solid company with strong fundamentals and sticky
02/17/2026
DoorDash (DASH): Reiterating Buy At This Price
DoorDash – (DASH) $160 Buy: I believe the sell off is overdone and the valuation is very attractive: I just published an article in Seeking
02/17/2026
Advantest’s Earnings Were 64% Higher Than Estimates!
Artificial Intelligence picks and shovels is the place to be Advantest – (ATEYY) $191- the world’s largest semiconductor tester with over 60% market share reported
01/28/2026
Constellation Software – Boring Back Office Cash Cow Is Worth Buying
Constellation Software (CNSWF) A decent GARP that has fallen almost 50%. – Worth buying at this price. Constellation is listed under two stock symbols US
01/26/2026
Workday’s Second Innings As A GARP Offers Good Value
Workday (WDAY) $209 is a great GARP Workday has transitioned from a fast growing, young tech trail blazer in Human Resource Management to a steadier
01/06/2026
SalesForce’s Second Innings As A GARP Will Be Rewarding For The Patient Investor
SalesForce (CRM) $262 I had posted on 7/14/2025 when the price was roughly the same at $260 that it was OK to accumulate targeting a
12/22/2025
IBM’s Confluent Acquisition Is A Big Positive
International Business Machines (IBM) $301 An excellent GARP (Growth At A Reasonable Price), worth buying with considerably less risk and downside. IBM, the steady Eddie,
12/22/2025
ServiceNow’s Cheaper Valuation Makes It Attractive
ServiceNow (NOW) $156 Industry/Sector/Type – Enterprise Software/ SaaS/Secular growth trending lower with size. Biggest catalyst for the stock – The valuation has become somewhat more
12/21/2025
