ServiceNow: Becoming The Go-To Platform For AI

Core Viewpoint - ServiceNow, Inc. (NOW) is positioned as a strong investment opportunity, as the market is misinterpreting its role in the SaaS disruption narrative by associating it with legacy software providers [1] Company Analysis - ServiceNow is not merely a collection of applications; it is viewed as a foundational platform that offers significant competitive advantages [1] - The company is recognized for its strong moat, which is essential for long-term investment strategies [1] Investment Philosophy - The investment approach emphasizes a long-term horizon, focusing on price and margin of safety while considering risks often overlooked by short-term analysts [1]