BOX

After a record setting November for many equity indices, December has opened with a bit of a pause-particularly so for high-multiple, high growth IT names.  The dreaded sector rotation came and went in a couple of weeks, leading to a noticeable rally. I would be surprised if December turned out to be quite so ebullient…

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BOX Box reported the results of its fiscal Q2. The results were not terribly inspiring and the shares have fallen-about  10% as of this writing. I haven’t been tempted to jump on or into Box despite its valuation. Yes, Box shares are valued lower than some of their peers. But low valuation alone is never…

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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…

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