6 Comments
Mar 12Liked by Brad Freeman

I have owned and followed Zscalar for a while. Do you understand what is the downside of using Zscalar’s aggressive Zero trust architecture? From what you wrote it’s cheaper and more aggresssive in trust. So is the downside speed/user experience?

Expand full comment
Mar 1Liked by Brad Freeman

PGNY is on a fire sale. This dip was a massive overreaction. The company is stronger than ever with an innovative product lightyears ahead of any “competition” if you even want to call them that. They’re administering fertility benefits the right way and you can see that with tons of customer testimonials all over Reddit and Facebook IVF groups. People suffering from infertility are jumping ship to companies offering Progyny and it’s not a surprise. The immaculate balance sheet is a plus. Endless ceiling here I’m in for the long run. I expect it to slide back to $40 by end of month.

Expand full comment
Mar 1Liked by Brad Freeman

Thanks Brad ! Altho Im mostly a technical trader I do enjoy to read your write ups, especially when its about one of my fav stocks at the moment; CELH

Expand full comment