Updates - JAMF - Continue to be misunderstood (Dec 2021)

The recent steep selloff offers another great opportunity for intelligent investors.

Executive Summary

• Apple’s recent MDM move has sent JAMF’s stock crashing – but there is a gross misunderstanding.

• Simon’s personal account of helping friends with their Macs and the problems that can be faced.

• A top-down review of the investment thesis for JAMF.

• Valuation thoughts and a brief look at the 3Q21 numbers.

Note: As the festive period and the New …