Workday: Opportunity In The Market Selloff

Group 1 - The article expresses a positive view on Workday's business and its growth in the cloud software sector [1] - The author highlights the importance of identifying high-quality companies with strong competitive advantages and solid management for long-term investment [1] - The focus is on companies that have a history of creating shareholder value, indicating a preference for sustainable growth [1] Group 2 - The author has a beneficial long position in Workday, ServiceNow, and HubSpot, indicating confidence in these companies' future performance [1]