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Shomik Ghosh
Investor and analyst specializing in deep company research and growth-stage opportunities; featured guest on the episode to present a detailed bullish thesis on Clearwater Analytics (CWAN).
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Sep 22, 2025
• 54min
Shomik Ghosh's $CWAN bull thesis
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In this engaging discussion, investor Shomik Ghosh delves into Clearwater Analytics (CWAN), highlighting its innovative cloud-native platform that's revolutionizing financial systems. He covers Clearwater's strategic acquisitions and their impact on valuation, as well as the company's robust data architecture. Shomik also discusses market opportunities in insurance and asset management, the influence of private equity, and potential AI applications. With insights on CWAN’s growth trajectory and competitive landscape, this conversation is a must-listen for investment enthusiasts.
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