$S SentinelOne Tape Reports
Per Ticker.id: $S SentinelOne Tape Reports — 16 podcast mentions across 2 podcasts (30 days), latest 2026-08-25 00:06 UTC.
All right, looking at Rubrik. They provide cloud-based data security solutions. The business was losing money consistently year after year after year until really this year. They lost a penny last year, so basically breakeven. Now, so let's make 31 cents this year and 64 cents next year. The problem is it's a $98 stock. Now, these cybersecurity names in general traded a pretty high premium. So with that in mind, it's not that dramatically overvalued compared to most in, in, in the industry. My question really more is how is this better than the others? There are a lot of different cybersecurity companies out there that are trading at more reasonable valuations. This has good growth, but mainly on the top line because you're coming off of a low base— sorry, bottom line, because you're coming off of a low base. The top line, uh, growing 25% this year, 22% next year. For a small name, that's That's good, but that's not amazing. If I'm being honest with you. I mean, we use SentinelOne, for example, for a KPP. They're also trading at a pretty hefty premium, but not as high as Rubrik. So that's my question. I would have to be very confident that Rubrik has something special that's different than these other cybersecurity names. It's going to keep their growth above average compared to the rest of the industry. And I'm just— I haven't seen— I've done research in the space. I haven't seen Rubrik come out on top for any of those reasons. Maybe you're a cybersecurity expert, you have something, you know, we don't know at KPP. But unless that's the case, I would rather own some of the bigger names that have just better profitability, better cash flow, and aren't trading at quite the premium. Let's go answer a YouTube comment question. It says— Corey Durbin says, what are your thoughts on EnerSys, ENS is the symbol. I'm looking for another way to invest in the increased power demand in the coming years aside from investing in the utility provider, uranium, natural gas. ENS has experienced stellar earnings growth and appears to still be trading at a reasonable valuation. Do you think this is a company that has more upside, or is it worth investing at this price? Looking at EnerSys, this is a about $7 billion market cap.
Justin Klein — InvestTalk · Regulation catches up to digital assets · 2026-08-25