Why I prefer ZS to ZM and CRWD

Dreamer and Tinker, please keep the personal jabs to yourselves via off-board email, or whatever.

Let’s focus on the points being discussed, not the person discussing them.

Thanks for your cooperation.


One issue with SPLK was even in the 2014-17 period when revenue was growing nicely its margins started going south. Ideally you want margins to stay flat or rise. Maybe that had something to do with the stock’s under performance in 2014-17. But since 1/2018 SPLK has done better and the margins are better too. The pricing issue is holding it back now or else we would have seen a much higher P/S.


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