Q: What are your thoughts currently on VRNS?
In your previous answer you wrote “We think there are better opportunities in the market that look more interesting.” Can you please elaborate more specifically which companies you are thinking of? Thank you.
Q: I am trying to decide which one of these cybersecurity companies to buy if I have to choose one. Alternatively, is there an ETF focusing on this narrow segment of the market you would recommend?
Your insight is much appreciated, Peter
Q: Could you kindly provide an analysis on Varonis Systems (VRNS on Nasdaq) - what is their growth prospect, position within their sector, level of indebtedness, are they investible, what are the risk factors - give me what you can on this one including any recommendations regarding who should or shouldn't invest in VRNS - thanks for your help as always - Ken