GoDaddy: Organizing An Agentic World (Rating Upgrade)

It's been a while since I covered GoDaddy Inc. ( GDDY ). The shares rode the AI trade higher during 2024, but since the beginning of 2025, they have massively derated despite meeting revenue andI have more that 35 years of experience in the investment field having worked as a sell & buy side analyst and portfolio manger for debt and equity funds. I am currently managing a high yield Latam bond fund.My goal, as a Seeking Alpha contributor, is to provide a fundamental view and analysis of companies and funds ...