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Posted by
Two Blokes Jul 15 -
Filed in
Stock
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I remain bullish on Tenable, seeing it as an overlooked value play in cybersecurity amid a frothy large-cap market. Tenable offers a compelling mix of a large TAM, high gross margins, recurring revenue, and consistent free cash flow generation. The company's valuation is attractive, trading at modest multiples despite strong fundamentals and improving profitability.
