A stock provokes different reactions depending on how much it is down. When the stock of a once-lauded company sells off by 30%-40%, some investors see an attractive buying opportunity. But when it draws down 70%+, they no longer see a broken stock; they assume a broken company. Stock price drives narrative and I’m wondering […]
Category Archives: [OKTA] Okta Inc.
One Clayton Christensen point that I’ve harped on several times before is that as integrated structures within a value chain disaggregate into their modular components, new points of integration emerge to sweep value. In the context of public cloud infrastructure and the range of tools and apps flourishing on top, you might think of solutions […]