Clearwater Analytics Holdings: Positive On Growth Acceleration

Following my coverage on Clearwater Analytics Holdings (NYSE: CWAN ) in August, where I recommended a buy rating given the better growth outlook, this post is to provide an update on my thoughts on the business and stock. CWAN hasI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propen ...