SentinelOne(US:S) Seeking Alpha·2025-12-24 15:49Group 1 - SentinelOne's stock is experiencing significant pressure in 2025 despite a modest valuation and expected growth rebound in upcoming quarters [1] - The company is seeing accelerating growth in net new ARR and RPO, along with improving margins [1] - Narweena, an asset manager, focuses on identifying market dislocations and believes in achieving excess risk-adjusted returns through secular growth opportunities in markets with barriers to entry [1] Group 2 - Narweena's research emphasizes company and industry fundamentals to uncover unique insights, with a high risk appetite and long-term investment horizon [1] - The firm targets smaller cap stocks and markets where competitive advantages are not immediately apparent [1] - An aging population with low growth and stagnating productivity is expected to create new investment opportunities, while some industries may face stagnation or decline, potentially improving business performance due to reduced competition [1] Group 3 - The economic landscape is shifting towards asset-light businesses, leading to a declining need for infrastructure investments [1] - A large pool of capital is pursuing a limited set of investment opportunities, resulting in rising asset prices and compressed risk premia over time [1] - Richard Durant, the leader of Narweena, holds degrees in engineering and finance and an MBA, and has passed the CFA exams [1]