Rapid7: Quality Business Trading Attractively In A Thriving Industry

da-kuk Investment thesis Our current investment thesis is:  RPD appears to be cheap exposure to the cybersecurity industry, which is currently experiencing a long-term tailwind, with mass adoption and significant innovation. RPD appears at the forefront of this, already cloud-capable with a broad integration base, with development in the areas of machine learning and behavioral analysis.  The company’s financial development has been positive and incredibly consistent despite scale, potentially contribut ...