GWRE

http://seekingalpha.com/article/4053746-guidewire-can-resume…

anyone follow these guys?

TomFoolNC,
I bought recently. I don’t remember where If first read about them. But, Burt tipped the scale for me. I just discovered him recently too. I enjoy reading the well written analysis from this ex con. I think this is his 4 write up on gwre. Haven’t made it all the way through yet. (He also writes about HDP-own and UBNT-not interested.

Trying to learn more about the company. But, sounds like a solid leader in a great niche.

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