BUY Conviction2/5 Analysis quality50/100 now
The YouTuber suggests Freshworks, which offers AI-driven employee and customer experience software. He notes its good year-over-year growth and reasonable valuation, but cautions that slowing growth could indicate competitive pressures from larger players like Salesforce.
“The stock is not particularly expensive at seven times on that price to sales basis but if that growth does slow as expected it's going to be a sign that the company is facing competitive pressures”