Summary

• We think investors underappreciate Guidewire Software's strong competitive positioning and the durability of its growth.
• We expect Toast to continue growing locations more than 15% for several years through continued penetration of the core small- to mid-sized restaurants.
• Reddit is riding the secular wave in generative AI by acting as a foundational 'natural language' training layer for large language models through highly lucrative data licensing agreements.
• Andersen Group, Inc can sustain mid-teens revenue growth while expanding margins, and there is additional upside through acquisitions across its global network of Andersen-branded companies.

14 Followers