$4B software business trading at a steep discount to fair value following management transition, despite a history of strong execution.
Great post. I love the details here. I have a different view on it's challenges which I've outlined in the link below. Would love your thoughts. https://open.substack.com/pub/stratfinology/p/why-is-freshworks-trading-at-a-discount
Great post. I love the details here. I have a different view on it's challenges which I've outlined in the link below. Would love your thoughts. https://open.substack.com/pub/stratfinology/p/why-is-freshworks-trading-at-a-discount