Following my coverage on SAP ( SAP ) in Jan’25, in which I recommended a buy rating due to my expectation that SAP would continue delivering solid earnings growth, backed by its successful execution of cloudI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to com ...