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Freshworks: Falling Stock Disconnected From Fundamental Strength; Buy Here
FRSHFreshworks(FRSH) Seeking Alpha·2024-08-06 13:39

Ronnie Kaufman In my view, panic over Intel's (INTC) recent results and the sharp pullback we've seen in the tech sector over the past few weeks have only contributed to the growing irrationality in the stock market. And for small/mid-cap tech stocks whose valuations were already disconnected from their fundamental realities ahead of the sell-off, that rationality gap has widened further. For me, this means that patient long-term investors with strong stomachs have the ability to buy excellent businesses at ...