Workday(US:WDAY) Seeking Alpha·2026-03-01 07:32Core Insights - The article introduces Wilson Ye as a new contributing analyst for Seeking Alpha, encouraging others to share investment ideas for publication and potential earnings [1] Group 1 - Wilson Ye completed an undergraduate degree at UCLA in 2018 and is currently pursuing an MBA at NYU Stern with a focus on finance and fashion [2] - Ye works with a major global consulting firm, advising on ERP SaaS systems, particularly focusing on financial accounting and Workday systems [2] - The analyst specializes in high-conviction growth plays and unique investment situations, with sector focuses including AI, SaaS, and the cruise industry within Travel and Leisure [2] Group 2 - The investment philosophy emphasizes investing in products and services that one actively and passionately uses [2] - Ye has a beneficial long position in shares of WDAY, CRM, and NOW through various financial instruments [3]