Zscaler (ZS) was considered but not purchased due to other investments moving the wrong way.
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Meet Rubrik: A High-Growth-Low-Value SAAS Stock to Buy Right Now?
Playing FTSEApr 12, 2026
The creator discusses Rubrik (RBRK), a data security SaaS company, highlighting its strong revenue growth, increasing subscription ARR, and improving margins. Despite a net loss, the company is nearing break-even on a non-GAAP basis, and the enterprise customer base is expanding, leading the creator to add it to their portfolio.
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Rubrik (RBRK) is a high-growth SaaS stock with strong revenue and ARR increases, making it a buy.
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RBRK
buy opened Apr 12, 2026
+87.93%