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"I think an upside of 70% on a potential takeover target here for octa... even if they offer 10 times 10 times that price to sales, so 10 times that $2.86 billion, 28 billion um $28 billion sale price for shares of Octa here divided by 16 where it's trading at now. That is a 78% return. That is 78% return on this if they get a buyout offer at that 10 times price to sales valuation."

"this is still projected to post 12% plus industry growth and even better in some of the segments that we'll look at. But 12% annualized growth across the industry."

"that firewall segment in which Fortnet plays only at about a 3 to 5% annualized growth."

"identity and access management... expected to grow between 12 9 to 12% a year."

"not the 15 to 18% growth we see in cloud security"

"not the growth we see in aentic AI"