Workday: When Good Isn’t Good Enough
(Source: Seeking Alpha) Yes, it’s true that Workday is a fantastic, category-leading company that took HRsoftware from the dark ages to the cloud computing era. And for a ~$2 billion run rate company, its >30% growth is stellar. But even the highest quality companies aren’t immune to the limits of valuation. Along with Autodesk (NASDAQ: ADSK), …