Procore Technologies: Remain Buy Rated On Growth Acceleration Beyond FY25

My previous investment thought on Procore Technologies (NYSE: PCOR ) (published on 5th July 2024) was a buy rating (one that has worked very well, with share price up 30% since) because of the structural tailwind that PCOR enjoys. PCOR continues toI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration ...