Workday, Inc.
Long
Aggiornato

$WDAY quite critical for enterprise payroll & HCM

292
- WDAY had a CEO transition and in the most cases it's viewed negatively but it's a buying opportunity as WDAY is bringing back it's co-founder who built this company ground up into a billion dollars empire

- Fundamentally, WDAY is cheap and fair value with 20x multiple is $200 as EPS is growing 20% per year.
Nota
- If WDAY keeps getting sold, I will accumulate more on the DIPs
Trade chiuso: obiettivo raggiunto
Closing longs at $210

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