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Intuit Inc. (INTU $563.97)
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Workday Inc. (WDAY $189.26)
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ServiceNow Inc. (NOW $133.11)
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MongoDB Inc. (MDB $398.69)
Q: You've discussed declines in the CSU family as a potential opportunity... Many software companies are in a similar position. NOW and INTU come to mind. What would be 1 or 2 each of your fav. Large and Smid companies suffering from a similar fate and why and do you think it's time to invest or not. We've been discussing this scenario for some time now with ADBE and waiting has proven the best course.
thx, M
thx, M