AppFolio: GenAI Might Introduce More Differentiation In Its Products
AppFolio (NASDAQ: APPF ), despite its lower gross margins than the top software companies, it has less R&D and S&M needs, translating into a very high FCF/EC quality metric. The company core solutions are very useful for multi real estate management, and itI'm an Industrial Engineer. I read a lot of books and I'm very inspired by the quality investing branch. I look to buy and hold for the long term. Mainly focused on Tech stocksAnalyst’s Disclosure: I/we have no stock, option or similar derivative position ...