Telescope Investing

My Portfolio / Every company I’ve owned /

$ZS · Zscaler

My position from Mar 2024 to Apr 2026 · 1 buy and 1 sell · sold out · Cybersecurity

$100$200$30020252026BuySellMy average costAfter I sold
What the pick did
0.6×
The stock in pounds, while I held it; 0.7× in dollars
S&P 500, same time1.4×
What my money did
0.6×
Pounds back (sold, still held and dividends) for every pound in, after costs
Sold · all of the money in0.6×
S&P 500, same buys and sells1.4×

Every decision

  • 24 April 2026Sold

    Zero-trust network access is a sticky category but the "proxy all traffic through us" model is vulnerable to architectural shifts. AI-native security (Cribl, Wiz-style posture management) is encroaching

  • 15 March 2024Bought

    Cybersecurity leader, fair valuation, still trying to build basket in this sector

In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.