SolarWinds Corporation: Rating Upgrade On Better Growth Outlook

Core Viewpoint - The recommendation for SolarWinds Corporation (NYSE: SWI) is to hold, based on concerns regarding the near-term growth outlook and the potential for structural growth in the sector over the next 5-10 years [1] Group 1: Investment Criteria - An ideal investment should operate in a sector expected to experience organic growth exceeding GDP growth over the next 5-10 years [1] - Profits should stem from sustainable competitive advantages that lead to attractive unit economics [1] - The company should be managed by competent, ethical, and long-term thinkers, and have a fair valuation [1]