Netskope: Scope For Growth To Continue At This Pace

Core Viewpoint - The recommendation for Netskope (NTSK) is a buy rating due to its strong infrastructure moat and successful deal wins reflected in its financials [1] Group 1: Company Analysis - Netskope possesses a robust infrastructure that is difficult for competitors to replicate, providing a competitive advantage [1] - The company is currently winning deals, indicating strong market performance and demand for its services [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is targeted at medium to long-term, aiming to identify companies with solid fundamentals and growth potential [1]