No. of Recommendations: 0
Palo Alto probably did as I am sure sales force did.

It may not have caught attention but I get more discerning as the marketcap to opportunity declines.

I got in SHOP only after it grew its marketcap and I put together where most its business came from.

Same w ANET but as 100gb disappointed from narrative.

Not so much w Nvidia as their mkt cap to opportunity still appears high.

There is a big difference between 4 and 12 billion. Btw I have less faith in AYX as their per enterprise selling price remains low. Reducing the opportunity.

So when ZS is at $12 bil mkt cap what I’m perceiving will be different and the multiple will be as well and they do not move in linear fashion. But it will still not be a cheap stock if fundamentals hold.

Tinker
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