Cellebrite: Very Strong Competitive Advantage That Is Hard To Replicate

Average budget CAGR: 1%+ AzmanL/E+ via Getty Images I am positive for Cellebrite (NASDAQ:CLBT). My summarized thesis is that CLBT has a very strong competitive advantage—as the gold standard in the industry— which I don't see how a new player or other competitor can replicate or displace in the foreseeable future. CLBT serves a mission-critical function, and given the TAM and growth execution so far, I believe a 20% growth rate moving forward is very possible. CLBT is a digital forensics intelligence platfo ...