Thanks for the introduction. Once again: never heard of it.😅👍🏻
Not uninteresting in terms of margins. The question here is whether or not you can establish yourself sustainably in the cloud sector. Growth expectations stand or fall on this. I like debt less.
@All-in-or-nothing My dear, I had also noticed indebtedness. That's why I added the debt wheel. It doesn't look so wild anymore. And if you compare it with the free cash flow, I think it's okay too. Capex has also doubled, I think. Of course, investing in AI and Nvidia technology also has its price. Only those who don't invest in AI will probably lose out in the long term.
@Tenbagger2024 I'm absolutely with you. I'm actually a little undecided as to what I should think of it overall. The switch to cloud security etc. in particular, where there is already a lot of competition, worries me here. What speaks in its favor is the good customer base.
@All-in-or-nothing I think so too. And the latest news indicates that more customers are being added. I don't know if you've looked at the history of the company. There are no fools in the management. And the awards are also impressive. What do you think of the chart, in my opinion it looks like a breakout
@Tenbagger2024 Logo, read story.👍🏻 Definitely solid management with corresponding expertise. The switch in the core business can definitely work out. Chart looks quite interesting in any case, could well break out to the upside.
@Tenbagger2024 Just a software share. Extremely punished and spurned in the entire sector. Can be interesting in any case. I'm currently out of this stock myself, as I'm already quite heavily exposed to software in general and to cybersecurity at $FTNT and $CRWD.🤷🏼♂️
@All-in-or-nothing I just came to see you today about the margins. Because you are our margin king 🙈😂. But it's also right to pay attention to good margins
@Tenbagger2024 haha, well, margin king.😅😂 But yes, I do have a soft spot for it somehow.🤷🏼♂️ If I have 2 almost identical companies to choose from, the one with the better overall margin profile definitely wins. It's rare that I completely ignore this in my core investments. Despite the official setback in the recent past, one of my favorite stocks is $ANET.🙋🏼♂️ FCF margin of about 50%! I love it 😂
