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Consumer Spending is Tightening Up… Kind Of
Motley Fool Money
Palo Alto's One Stop Shop Reputation Gives It an Advantage Over an Octa
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We generally stay away from some of the ultra high growth that are not yet profitable, just because it's so difficult to figure out exactly when will they hit profitability. It's hard to see how in the long run they're able to hold on to their niche or their competitive advantage as there's always the next threat and the next piece of software to come out. And so what we see is this continued consolidation down and the number of vendors that these larger enterprises are utilizing and they're shifting more towards these broader platform solutions. So you've got a player like Palo Alto who's built a really phenomenal platform solution to take care of really all of the main issues within the cybersecurity space today. That
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