Thomas Barwick Investment Thesis In one of my previous articles, I made the analogy that the stock market is like a manic depressive friend who is usually high functioning but who occasionally goes off their meds and gets either irrationally exuberant or depressed in their valuations of companies. The latter of the two scenarios has come to be for the cybersecurity company Fortinet (NASDAQ:FTNT). The recent release of FTNT's Q1 earnings was met by an almost 10% decline in the share price. While the results ...