Okta: The Underdog's Advantage

Company Analysis - Okta's stock is approximately 31% undervalued according to a DCF model [1] - The company successfully competes against Microsoft and has soaring revenue [1] - There is solid potential for Okta to improve profitability [1] - The company maintains a strong position despite being relatively young [1] Investment Strategy - The analysis focuses on high-quality names with reasonable valuations, not necessarily well-known companies [1] - The approach seeks long-duration growth opportunities while balancing the portfolio with low-volatility dividend-paying stocks [1] - The analysis emphasizes fundamentals, business and strategic perspectives, and financial performance [1] - The strategy avoids excessively cheap stocks due to potential underlying issues [1]