Zscaler: Temporary Weakness Presents An Opportunity (Rating Upgrade)

Zscaler's (NASDAQ: ZS ) share price has suffered in recent months, in large part due to the company's weak guidance for the first half of FY25. The last time I wrote about Zscaler I suggested that its growth slowdown was Richard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying businesses with secular growt ...