HubSpot: Great Business At A Fair Price

Core Viewpoint - The author emphasizes the importance of conducting thorough research and due diligence before making investment decisions in public companies, highlighting their extensive experience in financial services [1] Group 1: Author's Background - The author has over ten years of experience in financial services, including roles in fundamental buy-side research, private equity, M&A advisory, and accounting [1] - The author is currently focused on investing in public companies [1] Group 2: Investment Approach - The author advocates for a bottoms-up fundamental research approach, which involves analyzing individual companies rather than relying solely on market trends [1] - The author stresses the significance of understanding the financial health and operational performance of companies before investing [1]