50 SW Stocks down big, 3 to consider - ZS

Informative SA article by Left Brain.
"Zscaler: Disruptive, Cloud-Based, Information Security
Zscaler is one attractive name on the list. If you don’t know, Zscaler is a disruptive, cloud-based, information security company. And we like the businesses for a few big reasons, including its “cloud first” approach (which is a big advantage over legacy businesses), its superhero CEO, Jay Chaudhry (he’s built multiple very successful cloud business in the past), and its very high customer retention rate (hackers aren’t going away, and enterprises aren’t going to ditch this subscription service during a market downturn). Plus, it’s already free cash flow positive, it has very high gross margins, it’s growing revenues rapidly, and the total addressable market is huge and will grow for many years. Further, these shares sold off for all the wrong reasons, including misconceptions about competition (Jay Chaudhry directly contradicted Palo Alto’s ridiculous assertion during their respective quarterly calls), and the shares got caught up in the recent software industry sell off. Zscaler is an attractive buy right now."

https://seekingalpha.com/article/4295420-50-software-stocks-…

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