Red Hat keeps hitting its all-time highs day after day, and no one on the street seems to be betting against this $8B giant that got to this place by selling subscription to free software.
I think that the company is great, has compelling products and overall solid value proposition, but threats to its model are being underestimated and the valuation is riding on a speculations of M&A activity in the tech space.
See a quick one-pager here – Sell pitch for RHT.
Prasad Capital 
I’m sold!