Summary Z-Scaler is a relatively new IPO in the cyber-security space. Its valuation looks extreme-until one considers the disruptive nature of its technology. The company has developed a proprietary paradigm, protected by 100 patents and applications, that can replace the traditional network security architecture of firewall and VPN. The company is seeing rapid adoption of…
Usually, at this time, subscribers receive a weekly portfolio commentary. But unusual times call for unusual posts. Rather than reviewing how the market and stocks moved last weeks, I thought I would provide you with an overview of my perspective on valuing tech stocks in the wake of last week’s tumble. Obviously, Friday was a difficult day…
I want to notify all of our subscribers that we have a new Chief Administrator. Her name is Flavia Tejeda and she will be distributing the posts and ensuring that all of you have access to the content and can find what you need on the website. Stephanie has chosen to pursue a different direction…
Avalara Avalara, a recent IPO whose shares appreciated by 46% its first day of trading have appreciated a further 13% so far today. The share price appreciation was based on a decision by the Supreme Court that lets states collect sales tax from online retailers. Avalara, for those unfamiliar with the name is a company…
We are in the process of revising the presentation of our portfolio to make it easier to read and more usable for subscribers. We hope to complete this in the next 10 days or so. Until that time, I will be providing commentary, but no charts. I hope you can all bear with me in…
NOTE: Advanced unedited copy of an article that will soon appear on SA Summary Earlier this month Palo Alto reported earnings for its 3rd fiscal quarter. The earnings clearly were above prior estimates; the forward guidance for the current quarter-not so much. The company’s view of its competitors has become more than a bit complacent…
Color me very impressed. Color me a little blue in that I do not own this name. Color me a bit shame-faced in that my initial article did subscribers no favors and got the stock recommendation totally wrong. Sometimes this is a humbling business. One of the strongest quarters at scale I have seen from…
PTC Yesterday, PTC announced that Rockwell Automation had entered into a strategic partnership. Rockwell Automation is an old large ($ 8 billion in annual revenues) , but slow growing company (growth in the mid-single digits) that focuses on hardware and software involved in industrial processes. The partnership involved Rockwell making a $1 billion equity investment…
Cloudera-Can it return to hyper-growth? Cloudera (CLDR) is one of several big data names that burst upon the investment firmament over the past couple of years and has already seen a decade’s worth of share price volatility. In particular, Cloudera went public in April 2017. The shares went sold at $15, opened at $18 and…