Clearwater Analytics Holdings: Growth Outlook Remains Very Robust

Group 1 - Clearwater Analytics Holdings (NYSE: CWAN) is expected to see growth accelerate back to mid-20% which will support its valuation to stay above 13x forward [1] - The investment approach focuses on companies with long-term durability, steady growth, no cyclicality, and a strong balance sheet [1] - There is a belief that while valuation is important, in certain situations, the potential for growth can outweigh immediate price concerns [1]