Even if you're right, the new CEO isn't necessarily incentivized to shift the narrative to good news yet. He might have a couple more quarters of "look at the terrible mess the old guy put me in, this is going to be sooooo challenging" before he transitions to "I just pulled off the turnaround of the millennium."
You are going to be a multi-millionaire next year.
SentinelOne is now 60% of my portfolio. One of the biggest opportunities I have ever seen in the market. I bought META at 90 in 2022, but I would say S1 is a better buy in comparison.
I work as a Director in the Cybersecurity industry and I can guarantee you that SentinelOne products are technically better than Crowdstrike and much cheaper.
S1 has PEG of 0.4
S1 has P/S of 4, while Crowdstrike has P/S of 25
S1 has revenue growth of 25%
S1 has expected EPS growth of 110%
S1 has 0 debt and 700M in the bank
Also, S1 has huge customers like McDonalds, Amazon, Tesla and SpaceX.
The only caveat I see with this company is the amount of pre planned RSU selling by the CEO.
This will reach $30 in 2027, if not sooner.
There is also the possibility that they are bought by Google at $30.
Not good comp. Rddt has one of the best tech mnmgmnt team, a super-focused one of the best run company. The stock is down because on a lot of metrics, it looks expensive and maybe they are overmonetizing. At least that's what the bulls are worried. Snap on the other hand is really cheap but it has one of the worst tech mngmnt team around. They can be really profitable but they spend 1 billion/yr on SBC printing new shares like no tomorrow. Ceo is an idiot with super-voting shares & chance of activist action is low. New worried hv emerged from New législation worldwide to ban social media for kids below 15. Slowdown in America MAU in last q.
There was a big 4$ put buying that's giving me fears but I think the stock is cheap but ceo is an idiot & an autist. I think there are 2 current issues.
- reduction in American MAU/DAU this is the cohort that brings most ARPU.
- social media ban for kids below 15 in a lot of countries.
So maybe bears are circling for this reason but the stock is cheap if not for stupid management.
I think ceo has super-voting shares so one can't bring activists.
The insider buying is definitely a positive signal, but the new CEO has their work cut out. If Clover doesn’t show strong growth in the next few quarters, might be a rough ride. Still, it’s a bold play.
Both reports are spot on. Cracks in the machine? They’re doing an Enron. Enron had people saying it’s macro and market volatility. Then there was a report of some issues. Then the CEO resigned. Then right after “oh my bad there was accounting issue” the thing collapsed. Crack showed up after rumors and nobody in media jumping on it which is exactly going on here again