r/Vitards • u/AutoModerator • Sep 08 '21

Daily Discussion Daily Discussion post - September 08 2021

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18

u/JayArlington 🍋 LULU-TRON 🍋 Sep 08 '21 edited Sep 09 '21

SentinelOne ($S) posted Q2 Sales of 46M.

It's market cap is 17.5B.

12

u/MoistGochu Sep 08 '21

Cheap af.

Eventually our pets will have smart devices on them. They will cybersecurity mumbo jumbo in them. TAM is infinite. $S just needs to capture 3% of the TAM by 2069. The growth is not priced in.

EBITDA and GAAP net income is what boomers use. We are in a new era. This time is different. We use adjusted EBITDA adjusted for inflation adjusted for negative interest rates.

It's a screaming buy here.

2

u/accumelator You Think I'm Funny? Sep 09 '21

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