Gloo Holdings Looks Too Tough To Own
2026-02-04 16:45:17 ET
There is a bit of a time machine aspect to newly public Gloo Holdings, Inc. ( GLOO ). The bull case from management centers on Gloo building out its platform to serve a fragmented, slow-to-digitize industry. The focus on the vertical market has so many echoes in 2010s businesses (Veeva Systems ( VEEV ), Blackbaud ( BLKB ), AppFolio ( APPF ), and so on). The discussion of a "flywheel" and "network effects" too has a pre-pandemic feel :
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Gloo Holdings Looks Too Tough To OwnNASDAQ: GLOO
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