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Bearish Ideas
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"ALLT: Network intel/security co. SECaaS growing 50%+, 20% of rev. Smart biz opportunity from Sandvine bankruptcy ($200M/y). $5B+ TAM, <1% penetrated. New CEO/CFO w/ carrier contacts. Breakeven, positive cash flow. Risks: execution, geopolitics, regulation. EV/S 3.3x, FY25 EPS $0.06."
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