观点

飞塔从疫情高点回落后买入

疫情期间居家办公推动了飞塔防火墙的部署，之后收入增速回落，市场又对其续约周期的收入潜力感到失望，股价大跌。史密斯趁机买入，并评论说在依赖业绩指引、流动性有限的市场里，略低于乐观指引的业绩就会引发剧烈下跌。

We bought Fortinet after its shares had suffered from a fall as it came down from the Covid related highs of revenue growth when its FortiGate firewall systems were deployed so that we could work from home.