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Antipodes Partners Reduces Workday (WDAY) Position Due to AI Disruption Concerns, Despite Strong Cash Flow
Antipodes Partners, in its Q2 2026 investor letter, stated that it has reduced its position in enterprise software company Workday (NASDAQ:WDAY). The firm noted that AI poses disruptive concerns to Wo
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Antipodes Partners Reduces Workday (WDAY) Position Due to AI Disruption Concerns, Despite Strong Cash Flow
Antipodes Partners, in its Q2 2026 investor letter, stated that it has reduced its position in enterprise software company Workday (NASDAQ:WDAY). The firm noted that AI poses disruptive concerns to Wo
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