Funtap/iStock via Getty Images Investment Thesis Alarum Technologies (NASDAQ:ALAR) is an Israeli company that is dual listed on the Nasdaq Stock Exchange and the Tel Aviv Stock Exchange. Previously a holding company with multiple businesses, Alarum sold or scaled down other business lines and as of Q1 2024, 96% of its revenue now comes from NetNut, it’s enterprise data collection solutions business. Management has communicated that they are “100% NetNut” and that will be the only focus for the company going ...