Clearwater Analytics Holdings: Positive On Growth Acceleration

Group 1 - Clearwater Analytics Holdings (CWAN) has a favorable growth outlook, leading to a buy recommendation in August [1] - The investment approach focuses on long-term durability and affordability rather than just low multiples [1] - Companies with steady long-term growth, no cyclicality, and strong balance sheets are preferred for investment [1] Group 2 - There is a recognition that investing in successful companies carries risks, particularly regarding valuation [1] - The potential for significant development in certain companies may lessen the immediate importance of price [1]