With a forward EV/ARR of 8.5x versus CrowdStrike's 29x, RBRK offers significant upside as its ecosystem matures and margins improve. This is my first coverage of Rubrik (RBRK). In this article, I will analyze their business, the company's moat, and the macrotrends impacting the company. I will also…

Schroders does still meet most of my quality criteria, but at today's price it no longer meets my valuation criteria. In 2018, the global economy went through what is technically known as "a wobble", causing my portfolio's most fragile holdings to teeter-totter and, in some cases, shatter. The ...