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Research Notes

Apr 22, 2026

Even getting to $175 is something company feels ambitious. They put very modest targets for CEO to meet given where the stock price was a few years ago. I am not sure what it means?

Apr 22, 2026

CEO has returned to the company to reinvigorate the growth. But the company is primed to lose money as the pricing model is at risk. I don't think they will lose business or there will be a competitor but companies might push for lower prices or different pricing model as agents can build workflows based on system of record. The UI of workday is very slow, clunky and not well optimized to perform better.

Position Status

Invested
Shares
Cost Basis
$/sh
Position @ cost$1,860
Intrinsic Value
Add Below
$/sh
Margin of Safety
%
Sell Above
$/sh
Exit Thesis

Decision Log

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Open Questions (1)

Review Recent 8-K. Understand how the company choose the targets they did?

Pre-Buy Checklist

16 left

Business Quality

Durable competitive moat (pricing power, switching costs, or network effects)

Market leader or top-2 in its core market

Recurring or highly predictable revenue

Financials

Free cash flow positive for 3+ consecutive years

Gross margin > 50% (or appropriate for industry)

Net debt manageable — < 2× EBITDA or net cash

Management

Management has significant ownership stake (skin in the game).

Management has industry brand, are typically founders

Honest and transparent communication with shareholders

Has track record of navigating challenging environments and seen lows

Valuation

Do you have significant margin of safety with respect to intrinsic value

Are you comfortable holding on to this even if it falls by 50% due to external circumstances

Have you researched and built a strong analysis of intrinsic value

Risk

Key risks understood and explicitly accepted

No single customer or contract > 20% of revenue

Regulatory or legal overhang assessed

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