3/31/25 :: VROCKSTAR :: 
PANW
Adding once again...
- trading position
- but >3% fcf yields on industry winner
- u see that google txn on Wiz for $32 bn? here's 109 bn and dominant
- mid teens growth unaffected by tariffs
- if anything more cross border cyber warfare is secular "issue" that benefits these guys
- since last writing, they put up a great quarter
- but the mkt just correlation 1 here
- so trading this long. would love to size it up, but of course that would probably require closer to $150 to add it to the MT/ LT book
- nonetheless, it's a buy here.
V
PANWAdding once again...
- trading position
- but >3% fcf yields on industry winner
- u see that google txn on Wiz for $32 bn? here's 109 bn and dominant
- mid teens growth unaffected by tariffs
- if anything more cross border cyber warfare is secular "issue" that benefits these guys
- since last writing, they put up a great quarter
- but the mkt just correlation 1 here
- so trading this long. would love to size it up, but of course that would probably require closer to $150 to add it to the MT/ LT book
- nonetheless, it's a buy here.
V
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