Enfusion: Growth Should Accelerate In Coming Quarters
Enfusion(ENFN) Seeking Alpha·2024-08-19 23:36
Alistair Berg Investment overview I wrote about Enfusion (NYSE:ENFN) previously (late March this year) with a buy rating, as the growth outlook remained positive and was well-supported by good execution. I remain buy-rated for ENFN as I liked the execution that management is demonstrating so far, specifically in winning new customers in launch markets and penetrating the upmarket. The current hurdle to growth acceleration seems to be a macro problem that should recover in due time. 2Q24 earnings (announced ...