need to do some work on CTXS soon. This is right in the wheelhouse of a low capital intensive business with a strong brand, and huge growth prospects in a market that will improve businesses, improve their security for networking, and save them money. A really compelling business proposition.
If I can get comfortable with valuation, this could be a big position.
(Of note from a process perspective…. Noting 1) the quality of the business, strategic position 2) growth opportunity and 3) focus on reasonable valuation. Good company? Good opportunity in front of it? Can I get it for cheap?)