I recommended a buy rating for Guidewire Software (NYSE: GWRE ) when I wrote about it in March this year, as I believed the share price back then was not reflecting the fundamental I consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thinkers ...