Great analysis of OKTA

This was pulled together by Peter Offringa at the Software Stack Investing blog.…

This is about as comprehensive analysis of a company, the state of their market, and their products and services as you’re going to find. OKTA is one of the SAAS companies that’s had a great run of late but it’s easy to see them having multiple quarters going forward like Q4 2019, especially given how important they are to enterprises in this WFH era.

My only disappointment is that I got in at $91 in March and still need to add another 50% to my position. It’s been on fire since late March.