Just signed up and I want to tell you what a refreshing breath of fresh air this site is. Love the vibe you've created here. After being drawn and quartered and left out in the hot sun to contemplate my sins by the board nazis over at Saul's after daring to post something "off topic", then daring to offer a suggestion, I am very happy to have found this place, where kindness and friendliness are valued.
Not sure what is off topic here, but I read what you said above about holding through those inevitable downturns and I agree. However, I wonder if you ever hedge in any form. I don't know how old you are but if you went through the long winter of 2000 when tech stocks were annihilated you don't forget it. Do you ever think of a long extended bear market and would you just hold through it all?
Joe, what did you think of the Zscaler report? I thought it was very solid. Nice increase in customers adds, billings, RPO, DBNRR and profits. Fed $$ looks to be slowly ramping as well.
Looks like it could grow in the high 50's for a while. I added a bit, now an 8% position.
Just signed up and I want to tell you what a refreshing breath of fresh air this site is. Love the vibe you've created here. After being drawn and quartered and left out in the hot sun to contemplate my sins by the board nazis over at Saul's after daring to post something "off topic", then daring to offer a suggestion, I am very happy to have found this place, where kindness and friendliness are valued.
Not sure what is off topic here, but I read what you said above about holding through those inevitable downturns and I agree. However, I wonder if you ever hedge in any form. I don't know how old you are but if you went through the long winter of 2000 when tech stocks were annihilated you don't forget it. Do you ever think of a long extended bear market and would you just hold through it all?
Any stocks on your watch list that tour excited about? I am 7% in on Monday.com. Also, Affirm looks very interesting.
Joe, what did you think of the Zscaler report? I thought it was very solid. Nice increase in customers adds, billings, RPO, DBNRR and profits. Fed $$ looks to be slowly ramping as well.
Looks like it could grow in the high 50's for a while. I added a bit, now an 8% position.