PaloAlto PLUNGES AGAIN, But Other Cybersecurity Stocks Aren't | This Time Is Different $PANW

  Рет қаралды 10,824

Long Term Mindset

Long Term Mindset

2 ай бұрын

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Пікірлер: 17
@honglem199128
@honglem199128 2 ай бұрын
Great vide Brian!
@armstead13
@armstead13 2 ай бұрын
Yet the company is still a big winner over the last 1, 5, and 10 years. Incredible
@UziGameGP
@UziGameGP 2 ай бұрын
Thanks, do you also have a time machine so I can go back?
@chrono9428
@chrono9428 2 ай бұрын
Jim Cramer says "BUY" - so I will buy.
@JimMcNutty
@JimMcNutty 2 ай бұрын
They claim they now don’t always collect billings before starting now and that billings isn’t a good way to predict future results for their current model. I’m curious to see if anyone buys this tomorrow.
@stoffelbrian
@stoffelbrian 2 ай бұрын
I'm not. I mean, they might not collect -- I buy that. But it's another sign of weakness
@LordBagdanoff
@LordBagdanoff 2 ай бұрын
Adding more no fear
@greentea1986
@greentea1986 2 ай бұрын
If Nancy pelosi buy calls in it, HODL
@ludoludo4334
@ludoludo4334 2 ай бұрын
I sold all my cyber securities stocks in loss after fortinet quite weak Q1. It doesn't seem to be a good sector for this year. I reinforced mercado libre with the cash. So far so good.
@Solairethedarksoul
@Solairethedarksoul 2 ай бұрын
I was up 10% on this trade, like all gone.
@JustStartingOut-nt8ve
@JustStartingOut-nt8ve 2 ай бұрын
I thought this analysis was very helpful.
@jelles4236
@jelles4236 2 ай бұрын
No still to overvalued
@joofbing
@joofbing 2 ай бұрын
Lol the market is now like, “It’s just PANW doing its thing. No need to sell others.” 😂😂😂
@waihongkoh509
@waihongkoh509 2 ай бұрын
Incredibly overvalued. Fair value 200 with PE of 40.
@dodobird1991
@dodobird1991 2 ай бұрын
I find the anti fragile part of your portfolio a bit overrated as it plunged 300 % in two years.
@thiagomassa9807
@thiagomassa9807 2 ай бұрын
It's funny you reach the conclusion the problem is Palo alto having no moat, but Crowdstrike still hasn't reported their results. If Crowdstrike is still growing similarly as before, WITH SIMILAR RETENTION METRICS, then yes, Palo Alto likely is even going to shrink. Otherwise no, which is what I believe in. The cybersecurity space is shrinking, companies are saving and are avoiding spending on cyber, at least in comparison to an year ago.
@peonchot
@peonchot 2 ай бұрын
pelosi invested big at last drop... i'm in
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