Why I Plan To Make ServiceNow 5% (At Least) Of My Portfolio (NOW)

Group 1 - ServiceNow, Inc. (NYSE: NOW) reported strong Q3 FY25 results, with both revenue and earnings exceeding expectations [1] - Management has raised forward guidance, indicating a positive outlook for future performance [1] - The overall sentiment around the company's performance is bullish, reflecting confidence in its growth trajectory [1] Group 2 - Amrita, who leads a family office fund, focuses on investing in sustainable, growth-driven companies to maximize shareholder equity [1] - The fund's strategy emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] - Amrita's newsletter, The Pragmatic Optimist, has gained recognition as a top finance newsletter, showcasing her expertise in portfolio strategy and valuation [1]