5Mês·

New investment

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?

2 Comentários

FS3376@FS3376

5Mês

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.

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Chris@Multibagger

5Mês

@FS3376 Thank you for your assessment. I also think that the platform idea will prevail I think their "Atlas" system is comprehensive. They can use it to protect human, machine and AI-based identities.

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