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

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👨‍💼Brian Stoffel is a writer, investor, YouTuber, and financial educator. He's a teacher at heart. Brian has been investing for over a decade and has written over 4,000 articles for The Motley Fool. Brian worked as a middle school teacher in Washington, DC for over 5 years. He and his wife had a “mini-retirement” in Costa Rica and now spent a portion of their year there in a containership home. Brian plans his life and his investments around “antifragile” principles.

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[armstead]

Yet the company is still a big winner over the last 1, 5, and 10 years. Incredible

[JimMcNutty]

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.

[chrono]

Jim Cramer says "BUY" - so I will buy.

[ludoludo]

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.

[greentea]

If Nancy pelosi buy calls in it, HODL

[Solairethedarksoul]

I was up 10% on this trade, like all gone.

[JustStartingOut-ntve]

I thought this analysis was very helpful.

[waihongkoh]

Incredibly overvalued. Fair value 200 with PE of 40.

[dodobird]

I find the anti fragile part of your portfolio a bit overrated as it plunged 300 % in two years.

[joofbing]

Lol the market is now like, “It’s just PANW doing its thing. No need to sell others.” 😂😂😂

[peonchot]

pelosi invested big at last drop... i'm in

[thiagomassa]

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.