Veronis Systems.

Investment Analysis Clubs Saul’s Investing Discussions
1

Ok so not sure if this stock can be discussed as a possible turn around as it announced on earnings call that it is transitioning is security software from a license model to a subscription based model.

Stock getting crushed today.

Might be worth analyzing.

No it’s not growing at 40% plus, but could it in the future with a change in its business model to subscription based.

https://www.thestreet.com/investing/varonis-systems-tanks-on…

Chris

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2

I’d let the smoke clear. Looked at it briefly but vrns appears to be dead money for a little while. I’ll have a longer look at it this evening.

3

Yea I wasn’t considering it a buy, but to put on radar and do a little research.

It seems like the writing is on the wall though that subscription model is now and the future.

Chris