Descartes Systems Group: Great Company, Overpriced Stock

Core Viewpoint - The focus is on producing objective, data-driven research primarily about small- to mid-cap companies, which are often overlooked by many investors, while also occasionally analyzing large-cap companies to provide a broader market perspective [1] Group 1 - The research emphasizes the importance of small- to mid-cap companies in investment analysis due to their potential for growth and the lack of attention they receive from larger investors [1] - Large-cap companies are analyzed occasionally to give a comprehensive view of the equity markets, indicating a balanced approach to research [1]