Q: In your response to a previous question, I looked at ANET and am certainly impressed with it...I have a scoring process I use to assess stocks and it scored in the top three along with Kinaxis and Facebook.
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam
However, it also has a short life as a public stock and has not been through a downturn. I'm less concerned about what the stock price would do through a serious downturn and more interested in management's ability to manage through it and for their product to remain in demand.
What are your thoughts on management and product "stickiness"/uniqueness? Who, on their board has lots of experience and respect?
Thx,
Cam