2 Comments
Jan 6, 2022Liked by Sean

Sean, have you looked into $ZS within the cybersecurity sector? Another stellar company with:

- Leader within the fastest-growing segments of enterprise security. (ZTA, SASE, ZIA)

- Clearly differentiated, cloud-native moat

- 71% billings growth and 62% YoY on $1B ARR on 30% FCF

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