Helping thousands of investors Outperform the Market consistently through high-conviction contrarian and growth opportunities | Deep dives, stock ideas and portfolio | Full-time professional portfolio manager
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Zscaler: Optionality to capture post Mythos, AI, agentic exchange gains
I think this print will pose yet another narrative headwind to Zscaler .
I think this print will pose yet another narrative headwind to Zscaler .
Weekly newsletter 167
All market and portfolio news for the week
Welcome to all new subscribers! If you are a new subscriber, the Getting Started article will help you answer all the common questions for new subscribers.
Lumentum Deep Dive (Part 2)
In this article, we continue where we left off in part 1 of the Lumentum deep dive series.
In this article, we continue where we left off in part 1 of the Lumentum deep dive series.
Trade alert 98
Buying an AI beneficiary at a discount
I am buying a stock today which I think is pricing in too much negative news and trading at trough valuations given depressed investor sentiment.
MongoDB: Solid 1Q with building AI momentum
The data layer is starting to see some acceleration as we saw with Snowflake and Datadog both publishing a very strong set of results recently.
The data layer is starting to see some acceleration as we saw with Snowflake and Datadog both p...
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Full-time professional portfolio manager | Helping thousands of subscribers Outperform the Market consistently through high-conviction contrarian and growth ideas | Deep dives, stock ideas, access to The Barbell Portfolio and The Price Target Report
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