Tim Beyers
👤 SpeakerAppearances Over Time
Podcast Appearances
Workday did.
Workday did, because they have a lot of big government contracts.
Anything there on the headwinds they faced from the government shutdown?
Anything give you pause here?
You led us there.
It's prediction time.
We're talking 10 years now.
Over the next 10 years, which of these is the better outperformer?
Give me a range of annualized returns that you think this company could give you.
Two things.
Which is the better outperformer?
And what's your hope?
It doesn't have to be a hard prediction.
I think based on what you know about this company, your hope for the range of annualized returns you might expect.
And Dave, I'm going to start with you.
So Zscaler or Workday?
All right, Asit, Zscaler or Workday?
Give me a rough return range.
All right.
Fair enough.