I recommended a buy rating for E2open Parent Holdings (NYSE: ETWO ) when I wrote about it in July, as I thought the growth slowdown in 1Q25 was not due to structural reasons. So long asI consider an investment ideal if it performs its core business in a sector projected to experience structural (organic) growth in excess of GDP growth over the next 5-10 years; profits from sustainable competitive advantages that translate into attractive unit economics; In the hands of competent, ethical, and long-term thin ...