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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Guidewire Software, Inc. is a leading software vendor for the global property and casualty (P&C) insurance industry. The shares declined...
— Ron Baron
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Other investors who've written on Guidewire Software, Inc.
Property and casualty (P&C) insurance software vendor Guidewire increased 15.9% in the third quarter and contributed 31 bps to performance. The company continues...
Guidewire's successful transition from on-premise software to SaaS is driving accelerating annual recurring revenue and margin expansion. With an 80%+...
As the leading core software provider for the P&C insurance industry, this company is successfully migrating clients to the cloud and winning market share. High incremental margins...