Nov. 20 at 4:08 PM
$RBRK
Next Acqusitions target for
$PANW?
$RBRK
Absoulte NO BRAINER for PalAlto.
- PalAlto can easily afford it.
- It's the missing piece for PalAlto to be the one stop shop for all your CS needs, which competitors won’t have.
- Both Platforms integrate well together begin with.
- Many overlapping customers already exist.
It makes sense for
$RBRK to agree to a 30-45% premium to where the stock is trading today. The walls are closing in with bigger players starting to play in their sand box.
I'm staying positioned in both of these stocks, and buying all dips.
I like my chances…