Workday: Fundamentals And Growth Drivers Continue To Get Better

Following my coverage on Workday ( WDAY ) in Dec ’24, in which I recommended a buy rating as I expected multiples to rerate higher as WDAY showed that it could grow as I expected, this post isI 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 propensity to be drawn to companies with ste ...