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…
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…
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…