I had a buy rating for SailPoint, Inc. (NASDAQ: SAIL ) previously, as I saw a 39% upside to the share price, driven by multiple catalysts such as the transition to the SaaS model and expansion intoI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, an ...