Tom Nash
patreon
Undervalued Software Stock
🕑 Added 2021-02-02 12:43:15 +0000 UTCHey everyone,
I want you to take a look at TUFN - Tufin Software Technologies Ltd. They got a mid size to small market cap with 650 million USD and a share price of $17.96 as of February 2, 2021. I think that this company is on its way to $23 range within the next 180 days, which is a nice 27% gain. The company is transitioning from software licensing to a software as service model and is expected to increase its profitability quite soon. I like it for the next 6 months and mainly I like the great 80% margins, though its operational profits are not good at all. With the transition to SaaS it will improve and the share price should reflect that.
Heads up.
Tom
Comments
Marcin Dziku
The price is 11,84$ should we start to worry?
Fred Gehrke
Seems like a great time to move in on the position now...
Mr Makuffa
Wow, it crashed big time today
Aryn Nakaoka
Recovered on Tuesday but looks like premarket we are down 6% again... ouch.
Aryn Nakaoka
Profit taking?
Eisse van Timmeren
Does the prediction still stand? It dropped massively today
Aryn Nakaoka
oops, added a "0" to my buy... hopefully this recovers.
Rbix10
is this one over tom https://baxterreport.com/2021/02/04/why-has-tufin-software-technologies-ltd-nysetufn-declined-7-80-from-its-52-week-high/
BikeLyfe555
Hey Tom, Thanks for this pick. Can you check out BFT and Paysafe merger pls?
Peter Krivansky
I think that Tufin can be a thing. They do offer state of the art IT orchestration tools. In Saas, everything is about market penetration. I must say they have a solid customer base. I will consider adding them before the FY earnings on 12th...
Elias Bitar
Interesting, would love to know about the product value in a deeper level. Any recommendations on where to look and how their products work?
Generico Fakero
oh my god this is better than mine! hahaha amazing
Manolis Karamousadakis
I added it here https://docs.google.com/spreadsheets/d/1jjeBYMG2kT-iOZ7jt6aqk8u2TjXb10oHywfP9VFqOac/edit?usp=sharing Tom, I feel like a stalker :) Let me know if you want me to stop posting this.
