NTSK - My Michael Burry stock

Either this going to be the next big repricing in cyber or I’m about to learn an expensive lesson. Netskope IPO’d, ran to 28, and is now around 8 and change. Market cap is roughly $3.4B, but they have about $1.1B of cash, so EV is roughly $2.3B. For that, you’re buying: $845M ARR 29% ARR growth $201.6M quarterly revenue, up 28% 77% non-GAAP gross margin 30+ Fortune 100 customers 60%+ new logo growth FCF last year was positive and this year guided That’s like 2.7x EV/ARR for a cyber company still