I guess at some level all the cults share same characteristics and attract similar group-think.
So you admit you think this board, and Berkshire (a value play if there ever was one) are cults.
Yet you post heavily to both, with the purpose of???
My guess is you simply gravitated to the boards with the most traffic so that you could find targets to be contrarian with.
I started this thread because ZS had fallen dramatically from their previous highs, now had a P/S lower than similarly growing tech peers (AYX, MDB, ESTC), are in a great secular market, and were about to have 2 catalysts to spark a rebound in stock price: an analyst day and their annual Zenith Live conf.
In other words, I believe the $46 or so low of last week was a potential bottom and based just on acquisition floor alone the price seems great here. It is a time machine taking you back many many months. With the great CRO hire, expanding portfolio, and solid founder/mgmt, I like this one.
I am long ZS. I have no idea what you think of any stocks, just that you like to be combative for the sake of being so.
We should just nuke the whole thread…I could care less if my posts are pulled.
Your posts just seem to provide no value whatsoever. They poke and tear down, yet offer no answers or direction. That is easy to do, and essentially laziness personified at its core.
I am also at 40% cash because I am not sure the carnage is over. Other growth favorites may yet get air out of their balloon, as ROKU is showing today. But I do believe ZS had enough pain inflicted already, as did ESTC thru their agonizingly long stock lockup period, that they are at fairly good prices. Although ZS at $45 is more akin to ESTC in the $70s.
I want to buy stocks at a price that is lower than when I sell them. That is my goal.
Not clear at all what your goal is. I will ignore you from here on out.
Dreamer