SAIL - We Believe SailPoint Technologies To Be A Compelling Buy

• SailPoint Technologies is not a particularly well followed stock, but we think its potential is very strong.
• The company is a leader in the growing Identity Access Management subset of security software.
• As the security risks to enterprise and government IT systems diversify and intensify, we believe this category will increase in importance.
• In addition, careful analysis of the underlying growth in the company suggests that revenue growth can accelerate meaningfully, to the benefit of the stock.
• We're at Buy on SAIL and own the stock in staff personal accounts.

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