Freshworks: Diversified, Growing Software Portfolio Trading At An Attractive Price
FRSHFreshworks(FRSH) Seeking Alpha·2024-07-13 01:16
MF3d/E+ via Getty Images In my opinion, value-oriented growth stocks are in short supply these days as the stock market continues to rally to all-time highs, fueled by AI hopes as well as enthusiasm over the potential of coming rate cuts. But all-time highs are also a great time to be more cautious, and I've continued to rotate more of my portfolio away from sharp winners and into rebound plays, particularly "growth at a reasonable price" stocks. Freshworks (NASDAQ:FRSH) caught my eye in this regard. Fr ...