$Palo Alto Networks(PANW)$ I am an investor with a long-term horizon, looking to hold companies for 10 years or more. My analysis that the company will do well over the long term is balanced by concerns with its present valuation, which may cause short-to-medium term volatility and present heightened risk because of this. I believe it takes a much stronger temperament to weather any significant drops that could happen as a result of valuation corrections. However, if your investment is for the long term based on operational prowess, I must agree that PANW looks strong.
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