Thinking about joining this company $SAIL into this company. Unfortunately, my buy limit on the NASDAQ for a first tranche did not work out on Friday. This time, however, for my medium-term portfolio. Has anyone other than me ever looked at the company and has an opinion on it?
Hi Chris, I can only evaluate it from a technological point of view.
Sailpoint has an excellent product in the area of identity security. However, the topic is also a strong and prominent one. Microsoft, Google and various other smaller providers are on the move here. The topic becomes more exciting when we also see the protection of machines and privileged accounts.
You are also doing well in this area and the competition is getting smaller (Cyberark). It will be exciting to see whether you are seen as a platform or as a stand-alone solution.
