I give a hold rating for Freshworks (NASDAQ: FRSH ) as I think the stock fairly reflects the current setup. While 1Q25 results were solid across both growth and margin, I believe macro headwinds, internal go-to-market restructuring, and the uncertainty with AI monetizationI’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 ...