Updated: Apr 27
Anaplan is another large position and high conviction name for me, after a review of their most recent 10-K, understanding the business, reading the last 3 earnings calls, I started to grow confidence in what they do and their execution. Connect planning is something that will replace legacy softwares as the whole business needs to connected and in real-time too with predictive analytics. Below are some key highlights from last report that should be noted. I have been utilizing koyfin.com for my transcript reading and data aggregation recently.