Ali Mogharabi

Ali Mogharabi is a former senior equity analyst for Morningstar.

More From Ali Mogharabi

Despite guidance cut, we remain confident in the firm's ability to maintain its footprint and expand existing relationships across multiple touch points with their cloud platform.

Shares of the stock are trading at a discount, creating an attractive entry point for this no-moat and very high uncertainty name.

Google parent Alphabet's shares have become more attractive as we remain confident that the firm’s network effect and data economic moat sources will continue to drive growth.

The wide-moat firm's largest deal to date will further bolster its Experience Cloud as it attempts to widen its competitive positioning against Salesforce, Oracle, and SAP.

The firm's lackluster user growth is indicative of a network effects moat source deficiency and supports our no-moat rating.

We have confidence in the firm’s future, but investors should wait for a larger margin of safety in the wide-moat and high uncertainty name before jumping in.

The ad firm has some of the most acclaimed agencies in the business.

We think much of the possible downside is accounted for in the current price.

More About Ali Mogharabi

Ali Mogharabi is a former senior equity analyst for Morningstar.* He covered internet and software companies.

Before joining Morningstar in 2016, Mogharabi was a senior equity analyst for Singular Research, where he covered the technology and biotechnology sectors. His previous experience also included roles as a senior equity analyst for B. Riley & Co., associate analyst for Roth Capital Partners, sales consultant for Oracle, and business development consultant for Aerospike.

Mogharabi holds a bachelor’s degree in economics from the University of California, San Diego; a master’s degree in business administration from University of California, Irvine; and a master’s degree in applied economics from the University of Michigan.

* Morningstar Research Services LLC (“Morningstar”) is a wholly owned subsidiary of Morningstar, Inc.

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