Vertex Inc.: Moving To The Sidelines As Near-Term Growth Expectations Get Reset

My previous investment thought on Vertex Inc. (NASDAQ: VERX ) was an upgrade to a buy rating because the growth drivers were intact andthe valuation was also at a more reasonable level. However, 2Q25I focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to ...