Michael Vi
Preamble
I have previously written an overview of Zscaler, Inc. (NASDAQ:ZS) in August (3 Stocks For Income And Growth Investors) so do refer to that for some of the reasons for investing in ZS. In this
Zscaler: Take Advantage Of A Growth Stock That Is Unfairly Punished
Summary
- Zscaler continues to take market share, grow revenue, and stay on course to eventual profitability.
- It offers a great value proposition for enterprise customers in a tough economic environment, and thus is likely to keep winning more and larger customers and keep them.
- There are potential catalysts for spurring even more revenue growth.
- At the current price of $127 at the time of writing, I think it offers a substantial margin of safety.
I am a conservative yet opportunistic value investor who has been investing since 2005. I am fact-driven, preferring to let financial data inform me of a company's health, followed by qualitative analysis to fill in the gaps to paint a holistic picture of a company's growth prospects.My work is published on two platforms, Seeking Alpha and FAST Graphs (https://fastgraphs.com/blog/category/research-articles/).I appreciate everyone who reads my research and especially those who drop me questions and comments and follow me on Seeking Alpha. If you would like to engage in further discussions, you can either message me directly in Seeking Alpha, or on Twitter (https://twitter.com/jamessciteacher).
Analyst’s Disclosure:I/we have a beneficial long position in the shares of CRWD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.