ZS - No real competition for what they do. Incredibly and amazingly expensive. EV/S recently dropped to 24 but is now back up to 28, peaked at 31. This is a company that I don’t see us making money on much multiple expansion
. Forward EV/S is probably around 18. Probably has a huge run away ahead of it. I own a decent bit. I’ll buy ALOT more if it drops like AYX did. <<
Another nice thing about owning ZS in a Schwab account is they are paying 11% interest if you let them lend it!