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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's successful transition from on-premise software to SaaS is driving accelerating annual recurring revenue and margin expansion. With an 80%+...
— Neal Rosenberg
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Other investors who've written on Guidewire Software, Inc.