Stock Picking & Investing, BluSuit

BluSuit

Stock Picking & Investing

Financial markets, high growth & innovative business coverage, macro economics, trading strategy and market insight

Equity Bottom-Up

<ul><li>At the moment of writing this, it’s 2:30 pm on a Sunday and I am in a ground blind. Every year at about this time of the year I take a few days off of work to unplug, have a few drinks with other family members and run off to the middle of the woods.</li><li>I get some of my best thinking done out here while I wait for a White Tail Buck to come by. It’s blissful.</li><li>Regardless of where I am or what I am doing, I am and always have been committed to maintaining my transparency, my thoughts and my investing story/process to all of you.</li></ul>

At the moment of writing this, it’s 2:30 pm on a Sunday and I am in a ground blind. Every year at about this time of the year I take a few days off of work to unplug, have a few drinks with other family members and run off to the middle of the woods.I get some of my best thinking done out here while I wait for a White Tail Buck to come by. It’s blissful.Regardless of where I am or what I am doing, I am and always have been committed to maintaining my transparency, my thoughts and my investing story/process to all of you.

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

Event-Driven

<ul>
<li>In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. </li>
<li>The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. </li>
<li>Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  </li>
</ul>


In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. 
The increasing media attention on cyberattack threat could result in greater concerns about cybersecurity inducing higher global spending on software and other services that help to protect against cyber attacks. 
Global cybersecurity stocks that could benefit from greater media attention on cyberattacks include Palo Alto Networks (PANW US)  Crowdstrike Holdings Inc (CRWD US)  CloudFlare (NET US).  


Cyberattacks at Numerous US Airports by Suspects from Russia

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Capital Markets

<ul><li>Zscaler continued with its robust growth story and delivered yet another all-around beat in the recent result with 15% free cash flow margins, 63% year-over-year revenue growth, and a 54% year-over-year billing increase in the third quarter.</li><li>The company saw a considerable increase in Q3 in the number of new deals for $1 million or more across the most important customer sectors.</li><li>In this report, we have carried out a fundamental analysis of the historical financial statements of the company.</li></ul>

Zscaler continued with its robust growth story and delivered yet another all-around beat in the recent result with 15% free cash flow margins, 63% year-over-year revenue growth, and a 54% year-over-year billing increase in the third quarter.The company saw a considerable increase in Q3 in the number of new deals for $1 million or more across the most important customer sectors.In this report, we have carried out a fundamental analysis of the historical financial statements of the company.

<ul><li>Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong.</li><li>The company grew revenue by 63% year over year, billings by 54%, and free cash flow margins by 15%, all while investing for high growth.</li><li>The management expects a revenue growth of 54% to 55% year-over-year increase and 79% gross margin in the coming quarter and have expanded their revenue guidance for 2022 to approximately $1.078 billion, representing a 60% year-over-year increase.</li></ul>

Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong.The company grew revenue by 63% year over year, billings by 54%, and free cash flow margins by 15%, all while investing for high growth.The management expects a revenue growth of 54% to 55% year-over-year increase and 79% gross margin in the coming quarter and have expanded their revenue guidance for 2022 to approximately $1.078 billion, representing a 60% year-over-year increase.

Zscaler Inc.: Robust Cloud-Native Cybersecurity Platform & Other Drivers

<ul><li>As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform.</li><li>It increased revenue by a staggering 63% and billings by 59% year-over-year in the last quarter while increasing operating profits and free cash flow by more than 50%.</li><li>In its ZCP pillar, powered by the same core ZIA and ZPA technology, the company intends to bring zero trust to workloads.</li></ul>

As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform.It increased revenue by a staggering 63% and billings by 59% year-over-year in the last quarter while increasing operating profits and free cash flow by more than 50%.In its ZCP pillar, powered by the same core ZIA and ZPA technology, the company intends to bring zero trust to workloads.

United States

Zscaler, Inc. operates as a security software company. The Company offers cloud-based platform that provides web and mobile security, threat protection, cloud application visibility, and networking solutions. Zscaler serves clients worldwide.

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Zscaler (ZS US)

Grounding Myself in this Market Cycle

Regardless of where I am or what I am doing, I am and always have been committed to maintaining my transparency, my thoughts and my investing story...

BluSuit

Cyberattacks at Numerous US Airports by Suspects from Russia

In the past 24 hours, there have been many news flow about numerous US airports that have been cyber attacked by suspects from Russia. This could...

Douglas Kim

Zscaler Inc: New Feature Additions

Zscaler continued with its robust growth story and delivered yet another all-around beat in the recent result with 15% free cash flow margins, 63%...

Baptista Research

Zscaler Inc.: Robust Cloud-Native Cybersecurity Platform & Other Drivers

Zscaler’s stock may have taken a beating in the recent Nasdaq crash but its financial results were strong. The company grew revenue by 63% year...

Baptista Research

Zscaler Inc.: Investment Thesis

As Zscaler's customers embrace the cloud, the company has continued to see strong demand for their Zero Trust Exchange platform. It increased...

Baptista Research

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