A Growth Software Company With Utility-Like Revenue Stability – Guidewire

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A Growth Software Company With Utility-Like Revenue Stability – Guidewire

Software, as you probably know, is a great business. Zero marginal cost, no inventory to monitor, and no goods to physically ship. The key to selling business software is finding an easy act to follow. Microsoft (MSFT) Excel was successful because there were no personal spreadsheet applications at the time. QuickBooks gained massive market share […]

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Seeking Alpha Investor Sentiment: A Contrary Market Indicator?

On Tuesday, Seeking Alpha published a “timely” piece that I penned entitled 3 Reasons This Rally Is Toast – just in time to see markets rally over 2% on the day! The article generated a significant amount of buzz on the site – in fact, as I write this Wednesday afternoon, it’s currently the second most […]

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