Outerbridge Capital's Rory Wallace on Allot's rebound and how to value Verizon partnership $ALLT

Rory Wallace, Chief Investment Officer at Outerbridge Capital, joins the podcast to discuss his thesis on Allot Ltd. (NASDAQ: ALLT), a leading global provider of innovative network intelligence and security solutions for service providers and enterprises worldwide. For more information about Rory Wallace and Outbridge Capital, please visit: https://www.outerbridgecapital.com/ Chapters: [0:00] Introduction + Episode sponsor: Fintool [2:06] What is Allot $ALLT and why is it so interesting to Rory [7:22] What is Rory seeing with $ALLT thesis that that the market is missing [12:11] Fundamental question RE: vendors and vendor stickiness with Verizon partnership [20:51] Why are customers signing up for Verizon security service vs. something else [27:34] What drove $ALLT run in stock price in last couple months [30:44] What is different this time with the $ALLT pitch vs. past write-ups on VIC [34:55] Management [39:10] Is there a chance that AT&T would use the same CCAS provider as Verizon (Allot) [43:36] Shareholder mindset of the company [46:07] $ALLT valuation [48:22] Competitive landscape Today's sponsor: Fintool Fintool is ChatGPT for SEC Filings and earnings calls. Are you still doing keyword searches and going to the individual filing and using control F? That’s the old way of doing things before AI. With Fintool, you can ask any question and it’s going to automatically generate the best answer. So they may pull from a portion of an earnings call, or a 10k, whatever it may be and then answer your question. The best part- every portion of the answer is cited with the source document. Now- if you’ve tried to do any of this in ChatGPT you may know that the answers are often wrong or hallucinations. The way Fintool is able to outperform ChatGPT is their focus on the SEC filings. If you’re an analyst or a portfolio manager at a hedge fund, check them out at https://fintool.com?utm_source=substack&utm_campaign=yavb&utm_content=podcast280