I look forward to your great analyses every week, which cross many of my portfolio stocks. Thank you! You do an excellent job.
How do you see CRWD-ZS- S and PANW in direct comparison?
For my part, I have decided to allocate my investments in the cyb-sec area as follows:
65-15-10-10
A short note on MELI: An initial shortfall in net operating income probably came as a surprise to many investors and is probably part of the reason for the short fall in share price. Perhaps it would have been better if MELI had issued a statement a few weeks ago, if only for reasons of transparency.
Hard to read bad news from PALO (as I'm a shareholder) but hey as the CEO said during the Conference Call, we all want quarter to be linear. That's not the case this time. Hope the company will recover quickly.
I look forward to your great analyses every week, which cross many of my portfolio stocks. Thank you! You do an excellent job.
How do you see CRWD-ZS- S and PANW in direct comparison?
For my part, I have decided to allocate my investments in the cyb-sec area as follows:
65-15-10-10
A short note on MELI: An initial shortfall in net operating income probably came as a surprise to many investors and is probably part of the reason for the short fall in share price. Perhaps it would have been better if MELI had issued a statement a few weeks ago, if only for reasons of transparency.
Hard to read bad news from PALO (as I'm a shareholder) but hey as the CEO said during the Conference Call, we all want quarter to be linear. That's not the case this time. Hope the company will recover quickly.
This is the best weekend read. Thanks
Thank you for your continued work!
Great weekly recap!