(Free) The Ultimate Investor Guide To Zero Trust
Read the report for free on Seeking Alpha.
Follow-Ups: ASAN - Still Early In The Journey
Pre-IPO: Netskope - Better Quality Than ZS
Foreword
As a cybersecurity specialist research house, we stick to lesser known names like FTNT and PANW. This has been fruitful as the two continue to deliver high growth whilst the low valuation continues to offer upside for investors.
As you may notice, we step away from crowded names like
Follow-Ups: Fortinet – Multiple Secular Tailwinds & Significant Relative Mispricing
Executive Summary
FTNT is benefitting from multiple secular tailwinds – general heightened cybercrime awareness and calls to action, hybrid developments, the connectivity evolution, and OT security needs. FTNT’s ability to fortify company-wide security amid distributed infrastructures, enhance productivity, deliver the highest security ROI, provide solution consolidation, and its long-