SAP: Fundamentals Have Improved And I Reiterate My Buy Rating

Group 1 - The core viewpoint is that SAP is expected to continue delivering solid earnings growth, particularly through its successful execution of cloud strategies [1] - The investment approach emphasizes a fundamentals-based strategy, focusing on companies with long-term durability and robust balance sheets rather than merely low multiples [1] - There is a recognition that investing in successful companies carries risks, particularly regarding valuation, but vast development opportunities can lessen the immediate importance of price [1]