Blogs · r/ValueInvesting · /u/Joehax00
INTU deep dive: Finding value in the SaaSpocolypse (maybe?)
IGV is down roughly 25% from its September 2025 peak. Salesforce is down about 40% this year, with Workday in a similar range. Around $2 trillion of software market value has disappeared, and software’s forward P/E has…
Since publication WDAY +63.1% α +59.4 pp vs S&P 500 · USD