Pure Storage: Well Positioned To Win Deals In An Expanded TAM

My previous investment thought on Pure Storage (NYSE: PSTG ) (published in April 2024) was a buy rating because I believed it is well positioned to continue growing as the demand for storageI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to identify ...