Confluent: Buy The Data Streaming Leader Amidst Software Fears (NASDAQ:CFLT)

Confluent (NASDAQ: CFLT ) may no longer be the high-growth engine it once was, but that might be OK. The company’s recent results proved better than expected as forward growth rates look fine even when accounting for the loss of a large customer. TheJulian is the leader of the investing group Best Of Breed Growth Stocks where he only shares positions in stocks which have a large probability of delivering large alpha relative to the S&P 500. He also combines growth-oriented principles with strict valuation h ...