@ronjonbSaaS Why would you sell $S right now? Fundamentals haven’t changed, continued improvement on financials and maintaining triple digit growth. S1 is a 3-5 year minimum!
@saxena_puru I’m long $S, awesome technology and we’re just entering the early majority stage of adoption with this type of advanced EP security. They also have a solid channel model. These guys are huge in the MSP channel and growing rapidly. Main threat is Microsoft developing Defender IMO
@garyblack00 Lead time in Europe is awful, people being forced out of necessity to review alternatives. Tesla is the leader no doubt but ordering a car 2 years in advance is not how people are used to buying vehicles. Understandably, every manufacturer is struggling but Tesla the most in EV
@cperruna In general terms and not specific to business/sales, The future is faster than you think by Peter Diamandis & Steven Kotler - seriously thought provoking