ZS Q2 2020 CC notes

“Foolishly sound advice, hmc. Zscaler is not in trouble long-term, they are a next-gen platform, remain extremely sticky, and will only continue to grow.”

@Muji

Thanks for the response. I have been following your posts since joining TMF and always find them insightful and the arguments you present are very well constructed. So, I was glad to see your response to my post.

Having read your post on Cloudflare (NET); I took a starter position and while NET is taking a bit of a hit as I type, it has been a very solid performer this month.