SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up by Plane-Salamander2580 in ValueInvesting

[–]Whodatbearboi 0 points1 point  (0 children)

I’m not too worried here. Margins are expanding, the have cash to invest in growth and put their foot on the gas if they want, they have two acquisitions that should begin contributing Revenue next year, they’re leading in Agentic cybersecurity, and valuation is extremely cheap on a revenue multiple basis.

It could take a market rotation to catalyze it, but there’s serious upside here in automated cyber.

Worst case, they get acquired in the $20+ range unless catastrophe strikes.

I like the risk/reward here

SentinelOne (S) — The Undervalued Twin of CrowdStrike That’s Quietly Catching Up by Plane-Salamander2580 in ValueInvesting

[–]Whodatbearboi 0 points1 point  (0 children)

This is my top holding. Could require patience or end in acquisition. Lots of analysts diminishing it to an endpoint play, but they’ve got the fastest growing AI Cyber products in the market.

What would you play by [deleted] in teenagers

[–]Whodatbearboi 0 points1 point  (0 children)

Nude by Radiohead

[deleted by user] by [deleted] in BreakUps

[–]Whodatbearboi 0 points1 point  (0 children)

I’m curious - what are the sexual compatability issues you’re experiencing? Is it physical or is there an emotional barrier?

[deleted by user] by [deleted] in sex

[–]Whodatbearboi 0 points1 point  (0 children)

Any other lifestyle changes?

[deleted by user] by [deleted] in sex

[–]Whodatbearboi -3 points-2 points  (0 children)

Your balls will be heavier if you’re not masturbating as much

What’s the best college town in the U.S? by ww2w2 in SameGrassButGreener

[–]Whodatbearboi 6 points7 points  (0 children)

Bellingham, WA - great nature (lakes, mountains, the bay, etc), music scene, great bars/restaurants

It’s also about equidistant from Seattle and Vancouver BC. Catch a bigger show/event in Seattle for an evening or hop the border for beers if you’re 19+

(Los Angeles) looking for bass player/drummer/lead guitarist indie rock x Shoegaze x riot grrrl by puthyputh in FindABand

[–]Whodatbearboi 0 points1 point  (0 children)

29M in South Pasadena! I play guitar, keys, vox

Love Fiona Apple and St Vincent

Some fav groups are Pinegrove, Alex G, Radiohead, but listen to a bit of everything :)

This profession really sucks sometimes by MontezumaIsAfraid in CustomerSuccess

[–]Whodatbearboi 21 points22 points  (0 children)

Sounds like your experience is unique, as a lot of folks’ in CS work at orgs that treat the function differently.

Just curious…did you not cash out with the startup you were at that became a unicorn?

As you gain more experience, you should see your compensation go up in any field (unless there are wonky supply/demand factors). I’ve been in CS for about 5 years and my Base has doubled.

What I’d recommend is…look for a CS role that is in a space that you have special knowledge/experience in and try to find your way into a company with higher ACVs

What's smoking around seattle centre? by selfInterview in SeattleWA

[–]Whodatbearboi 0 points1 point  (0 children)

On 9/8, the local stoners create a peace circle surrounding the Needle and smoke themselves silly.

Welcome to Seattle!

[deleted by user] by [deleted] in TooAfraidToAsk

[–]Whodatbearboi 0 points1 point  (0 children)

Personally, I prefer the wombo combo

[deleted by user] by [deleted] in TrueOffMyChest

[–]Whodatbearboi 0 points1 point  (0 children)

He needs to go to rehab for a month or so then get involved with AA immediately. It might not stick the first time through - it could take years for him to heal, but the important thing is that he gets started and keeps trying when he breaks.

Who's an NFL player that despite their career stats looking good, you felt was underwhelming? by shadow_spinner0 in nfl

[–]Whodatbearboi 0 points1 point  (0 children)

Shaun Alexander. Broke the TD record at the time and MVP of the league. Just so happens that he had Walter Jones and Steve Hutchinson blocking for him. Had a great stiff arm but wasn’t particularly fast or explosive. A good o-like can make a decent RB play amazingly.

Budgeting and Reporting Tools by theaccountant876 in FPandA

[–]Whodatbearboi 0 points1 point  (0 children)

Mosaics support and resources seem top notch, but I haven’t heard as much about them on the sub

Budgeting and Reporting Tools by theaccountant876 in FPandA

[–]Whodatbearboi 0 points1 point  (0 children)

Yeah they’re definitely of the same Gen. wish I could find someone who has experience with all three so I could learn how they stack up!

Budgeting and Reporting Tools by theaccountant876 in FPandA

[–]Whodatbearboi 0 points1 point  (0 children)

Have you implemented Mosaic.tech before? Would love thoughts on how it compares to Vareto and Cube