Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide.
For more information about Rory Wallace and Outbridge Capital, please visit: https://www.outerbridgecapital.com/
Chapters:
[0:00] Introduction + Episode sponsor: Fintool
[2:06] What is Allot $ALLT and why is it so interesting to Rory
[7:22] What is Rory seeing with $ALLT thesis that that the market is missing
[12:11] Fundamental question RE: vendors and vendor stickiness with Verizon partnership
[20:51] Why are customers signing up for Verizon security service vs. something else
[27:34] What drove $ALLT run in stock price in last couple months
[30:44] What is different this time with the $ALLT pitch vs. past write-ups on VIC
[34:55] Management
[39:10] Is there a chance that AT&T would use the same CCAS provider as Verizon (Allot)
[43:36] Shareholder mindset of the company
[46:07] $ALLT valuation
[48:22] Competitive landscape
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