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$JNPR

Juniper Networks
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Juniper Networks is a publicly listed company tracked for investment-relevant business developments.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Khosla bet on Juniper's TCP/IP vision, reaping 2500x returns▾

He bet that TCP/IP would become the internet protocol despite telcos favoring alternatives, seeing a large opportunity with few believers, which delivered massive returns.

vinod khoslaT1In Good Company with Nicolai Tangen2024-10-23
confidence 88 / 100impact High
key themes
  • — no theme signal —

bull thesis · 1

95 / 100
  • •Khosla bet on Juniper's TCP/IP vision, reaping 2500x returns

bear thesis · 0

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  • — none —

mentions · 1

In Good Company with Nicolai TangenVinod Khosla - founder of Khosla Ventures | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 2 years ago
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