5/2/24 - $ftnt - don't get why to own this... careful fam

5/2/24 - vrockstar - seems a bit rich at 8x sales for sub 10% growth. cash machine, won't have the "guide" problem (well as much as more obvious candidates per the product niche/ security cyber). that being said, high 30s PE just buys you a better aapl, msft, slightly more obvious see-through risk. i'd look to short an outsized pop here to the range highs of mid 70s. realistically though i'll probably just let this one float. curious why ppl who own this are willing to pay these mutliples. seems lazy? exit - rotate into NVDA or something w/ substantially better growth w/ only slightly higher multiples on an adj. fwd basis? hrm.