William Fitzsimmons
William Fitzsimmons is an equity analyst for Morningstar.
Latest
Robust Quarter for Wide-Moat Microsoft
The firm's first-quarter 2019 results continue a trend of broad-based strength across businesses.
Adobe Remains a Creative Software King
Its successful transition to the cloud reinforces the company's wide moat.
Oracle: Despite Decent Results, We're Not Wowed
Our opinion of the wide-moat firm's cloud positioning and growth prospects remain tepid, especially when measured with competitors like Microsoft, Salesforce, and Workday.
Zscaler Is Massively Overpriced
Its enterprise value/revenue multiple makes it more expensive on a fundamental basis than nearly every enterprise software firm in our coverage.
Mixed Results for Guidewire, but Our Thesis Stands
The wide-moat firm still has a runway for growth.
Raising Our Fair Value on Workday
The narrow-moat firm continues to execute.
More Room to Run for Salesforce, Increasing Fair Value
We still anticipate additional upside for the wide-moat firm even after its impressive year-to-date run.