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JAMF - Jamf: The Apple Does Not Fall Far From The Tree
Jamf Holding Corp.
Jamf Holding (JAMF) has seen a successful public offering as investors are wildly enthusiastic on the potential of this so-called Apple Enterprise Management (AAPL)business, a bit too optimistic if you ask me. Other than the obvious risk of being just tied to a single platform/customer, elevated valuation multiples and thus expectations make me cautious here, as I see no reason to jump aboard given this set of circumstances.
Tied To Apple
Jamf claims to be the standard in Apple Enterprise Management, helping organizations succeed with Apple. The company helps organizations