We review the coverage universe in our Pro service. Subscribers can read the note here. Winning calls to date include AJRD, DT, MAXR, SAIC and SPCE. If you're interested in subscribing to a Cestrian Capital Research service, check our main site or email us at minerva@cestriancapital.com.
Topics: Virgin Galactic (SPCE), Public Posts, Aerojet Rocketdyne (AJRD), Cloud, MANT, NOC, DT, SAIC, NET, ZS
Today we commence our Pro service coverage of the cybersecurity sector. Our first Pro note sets out the vendor landscape as we see it, and explains why our top picks include ZScaler (ZS) and Cloudflare (NET). The note is free to all Pro subscribers - if you're yet to subscribe, you can buy the note on a one-time basis - we'll deduct the cost of the note against your subscription fee should you choose to join us.
Topics: Public Posts, Cloud, CRWD, NET, ZS