Clay Bruning
@cbruning2
Views expressed are my own. Not investment advice.
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Just published my first research report on Substack! If anyone is looking for an under-the-radar play on the corporate office market, take a look at Interface $TILE. open.substack.com/pub/concentrat…
What EV/EBITDA multiple would you pay for a company with $1.2B in revenues growing ~30% the next few years with EBITDA margins trending towards 65%?
$OKTA's survey of ~700 security decision makers shows the biggest hurdle to Zero Trust adoption globally is talent shortage. I think automation & outsourcing of incident response will be increasingly important in the years to come. $CRWD $S $PANW likely to benefit among others
Is $CRM pivoting from serial M&A to a cash-flow compounder? My gut tells me yes, but management's commentary from the last few quarters is mixed👇
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