JAMF

Summary * JAMF is a company that has been sensitive to the declining economic climate, though the NTM outlook is positive thanks to expected refresh cycles. * We discuss why MDMs are important, why Apple penetrating the corporate environment is a long-term tailwind, and why JAMF is far superior as an Apple-first MDM and security vendor. * JAMF's valuation indicates a notable margin of safety over the long-term, though in the near-term there could be further downside until next year's catalys