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

Group 1 - The article suggests a macro view indicating that a rotation in investment strategy is overdue, with large-cap growth stocks currently driving overextended market valuations [1] - Small- and mid-cap firms are highlighted as having retained compelling valuations due to better-than-expected performance, suggesting a potential shift in investment focus [1] - The author, Gary Alexander, has extensive experience in technology companies and has been a contributor to Seeking Alpha since 2017, indicating a knowledgeable perspective on industry trends [1] Group 2 - No relevant content available for this section [2][3]