Nice write up. Like the quick pitch format. Definitely a name I will DD. I like the Microsoft linkage. Do you know if Microsoft retained their stake post IPO?
Thank you for the feedback on the format. Yes, Microsoft still holds their investment. Another nugget I left out is that the former CEO of Palo Alto Networks joined the board just before the IPO.
Thanks for the feedback. This level of SBC after an IPO is fairly common due to equity awards vesting. I would expect it to moderate going forward, though it’s certainly something to keep an eye on.
No, I like the format, very helpful and clear 👌. To me, RBRK seems a solid investment opportunity which I’ll be comfortable adding to given the massive and growing TAM and business fundamentals. The main risk I see is competition from prevention leaders and hyperscalers, easier for them to add resilience to their platforms than for RBRK to become a dominant cybersecurity platform.
Nice write up. Like the quick pitch format. Definitely a name I will DD. I like the Microsoft linkage. Do you know if Microsoft retained their stake post IPO?
Thank you for the feedback on the format. Yes, Microsoft still holds their investment. Another nugget I left out is that the former CEO of Palo Alto Networks joined the board just before the IPO.
Thanks for sharing the analysis, I do wonder whether the directors overpaying themselves over share option might be problematic
Thanks for the feedback. This level of SBC after an IPO is fairly common due to equity awards vesting. I would expect it to moderate going forward, though it’s certainly something to keep an eye on.
Thanks, very timely - I also initiated a position last month 👍
Thanks Tom. I know it was a shorter quick pitch but anything you feel I might have overlooked?
No, I like the format, very helpful and clear 👌. To me, RBRK seems a solid investment opportunity which I’ll be comfortable adding to given the massive and growing TAM and business fundamentals. The main risk I see is competition from prevention leaders and hyperscalers, easier for them to add resilience to their platforms than for RBRK to become a dominant cybersecurity platform.