If You're Ever Going To Buy ServiceNow, This Is The Time (Rating Upgrade) (NYSE:NOW)

Core Viewpoint - Patience in investing is highlighted as a valuable skill, particularly in the context of ServiceNow (NOW), which has experienced stock underperformance despite previously high valuations, suggesting potential investment opportunities for those willing to wait [1]. Group 1: Company Analysis - ServiceNow (NOW) has traded at high valuations in the past, but recent underperformance may present a buying opportunity for investors [1]. - The company is noted for its strong balance sheet and management team, which are critical factors for long-term growth potential [1]. Group 2: Investment Strategy - The investment approach focuses on identifying undervalued companies with secular growth, emphasizing the importance of patience and a disciplined valuation strategy [1]. - The strategy combines growth-oriented principles with strict valuation hurdles to enhance the margin of safety for investors [1].