Rory Wallace

Rory Wallace, Chief Investment Officer at Outerbridge Capital, dives into the intriguing world of Allot Ltd., a frontrunner in network intelligence and security. He highlights the market's underestimation of Allot's strategic partnership with Verizon and the significant potential for growth in cybersecurity offerings. Wallace discusses how customers are reevaluating Verizon's services, the recent stock price surge, and why this time may differ from past performance narratives. He also touches on shifts in the competitive telecommunications landscape and valuation intricacies.