Clearwater Analytics Holdings: Growth Outlook Remains Very Robust

Following my coverage on Clearwater Analytics Holdings (NYSE: CWAN ) in December, which I recommended a buy rating due to my expectation that growth can continue to accelerate back to mid-20%, which will support valuation to stay >13x forwardI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I h ...