Jamf: Great Growth At A Reasonable Price As Security ARR Grows

I am increasingly adopting the macro view that we’re overdue for a rotation. Large-cap growth stocks are driving the overextended valuations in the market, but small- and mid-cap firms have retained compelling valuations after better-than-expected performance, and we should be rotating more of ourWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the t ...