With the market dancing nervously around all-time highs again, I'm doubling down my investments on value-oriented software stocks that have shown strong earnings performance on both revenue growth and profitability gains. Fitting nicely into this bucket is Mimecast (MIME), the UK-based cybersecurity company that specializes in defending its customers from email attacks. The company just reported second-quarter results that featured no deceleration in its top-line growth rate (despite widespread fears of an economic meltdown in Europe, its home market) while also reporting incredible profitability gains. In a market that has nailed startup companies