Henrik Sorensen/DigitalVision via Getty Images Investment thesis: I last wrote on Fortinet (NASDAQ:FTNT) a day before 2Q24 earnings, August 5th, initiating the stock with a buy. Fortinet stock surged 38.5% since I called the bottom, as seen below, and I believe my outperform thesis on the stock remains at play. This is not for bragging purposes, but when the market was bearish on the stock after the 1Q24 pullback, I saw Fortinet’s potential driven by its “unique position in network security, particularl ...