• lululemon athletica inc. (LULU)
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• Ulta Beauty Inc. (ULTA)
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• Appian Corporation (APPN)
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• Cadence Design Systems Inc. (CDNS)
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• Agilysys Inc. (AGYS)
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• e.l.f. Beauty Inc. (ELF)
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• Synopsys Inc. (SNPS)
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Q: I’m planning to do some tax loss selling. Can you provide proxies for the following: Elf Beauty (ELF), Lululemon (LULU), Synopsys (SNPS) and Appian (APPN)?

Upvote 2

Read Answer Asked by Camille on April 29, 2025

• International Business Machines Corporation (IBM)
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• Appian Corporation (APPN)
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• SS&C Technologies Holdings Inc. (SSNC)
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• Pegasystems Inc. (PEGA)
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• UiPath Inc. Class A (PATH)
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Q: A few software companies do 'Process Mining', do you see substantial future growth in this process and can highlight successful other players than the ones I outlined above?

Upvote 2

Read Answer Asked by Adel on February 21, 2024

• Appian Corporation (APPN)
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• Fulgent Genetics Inc. (FLGT)
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• DigitalOcean Holdings Inc. (DOCN)
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Q: I’m selling Appian (APPN) and Fulgent Genetics (FLGT) for a tax loss and am wondering what suitable proxies would be. Or would you recommend just selling, and buying something more promising? (I’m not limited by sector here.) I have more confidence in Appian than in Fulgent. Is that appropriate in your opinion?

Upvote 4

Read Answer Asked by Camille on December 12, 2023