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JFrog Ltd. (FROG): A Bull Case Theory

We came across a bullish thesis on JFrog Ltd. (FROG) on Elliot’s Musings’ Substack by Elliot. In this article we will summarize the bulls’ thesis on FROG. JFrog Ltd. (FROG) share was trading at $28.12 as of Sept 17th.

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Concerns about JFrog’s viability as a standalone company have centered around the risk of its flagship product, Artifactory, becoming commoditized. The company has been urged to expand into...