Hey everyone. Quick note because I’m on the road but wanted to share the latest portfolio change. ROKU out DDOG In. Roku is now down about 15% since that trade but that doesn’t make this a good decision. That would be “resulting” which Annie Duke covers in her awesome book “Thinking in Bets”.
Hi Austin, I'm looking for a review you may have done on Z Scaler in the past. I searched 'Archives' but did not find anything. Could you pls send me a link where I can read your evaluation of ZS please? I'm short Jan 40 Puts and quite comfortable to take delivery at a net cost of $37 if assigned. SYMC and PANW seem to be their main competitors? CEO Chaudhry did not mention any other names during the last conference call. Given their close links to Office 365, is it likely MSFT will consider acquiring ZS at some point? The bulk of future expenses seem to be on marketing. If ZS is intergrated into the MSFT network, that expense will drop considerably. So, the value of ZS to MSFT may be much higher than it is to us in the public markets.
Sold ROKU @ $129 Bought DDOG @
Hi Austin, I'm looking for a review you may have done on Z Scaler in the past. I searched 'Archives' but did not find anything. Could you pls send me a link where I can read your evaluation of ZS please? I'm short Jan 40 Puts and quite comfortable to take delivery at a net cost of $37 if assigned. SYMC and PANW seem to be their main competitors? CEO Chaudhry did not mention any other names during the last conference call. Given their close links to Office 365, is it likely MSFT will consider acquiring ZS at some point? The bulk of future expenses seem to be on marketing. If ZS is intergrated into the MSFT network, that expense will drop considerably. So, the value of ZS to MSFT may be much higher than it is to us in the public markets.