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Profit From Future Cybersecurity Trends: Investing In

Profit From Future Cybersecurity Trends: Investing In 2024 Stock Picks

#Profit #Future #Cybersecurity #Trends #Investing

“Chip Stock Investor”

Interested in understanding how cybersecurity works, the different types of cybersecurity solutions out there, and how companies …

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26 Comments

  1. Thank you for sharing your knowledge.!! Learning the basics sets a good foundation — lot more useful then the useless individual stock recommendation made by so called experts.. thank you! Appreciate all that you do!

  2. Great content as always. Thank you so much. The only problem in the cybersecurity market, is that there isnt any company which can be considered as inexpensive . All the multiples are extremely high to me. Even after the massive drop in PANW last week, PANW is still expensive.

  3. Excellent recap! I'm new to the cyber security sector as an investment vehicle. By far my #1 concern has been the hyper competition factor. Not just from new entrants (startups) but also the incumbents themselves, I could see the space getting so crowded that it's a race to the bottom on pricing, is this a legitimate concern? It seems like this is partially what PANW identified on their q4 earnings call. Hard to buy into such a crowded field with valuations so high, feels scary

  4. In ZS earnings call, CEO took a shot at PANW about giving free products and talking about "customer fatigue". ZS CEO said they have none of those issues and dont need to give out free products because the customers knows how good ZS products are….

  5. I can understand why you might want to invest in an etf for an abstract and hyper competetive market like cybersecurity. For me it is not the right call because I think this is a winner takes most market; look at the ETF performance overall vs the best performes in the etf. Also I believe businesses are just looking for the best and broadest options and not looking to take risks with underdogs. I am long PANW, ZS and CRWD, all originating from different parts of the graph and leaders in their parts of the graph.

  6. Truly great program. Well structured with no hype, down-to-earth analysis.

    One request: PLEASE, don't spoil your otherwise excellent delivery with the trite and mostly meaningless phrase "going forward"!!

  7. 📝 Summary of Key Points:

    📌 The cybersecurity industry is experiencing significant growth due to the increasing complexity of digital systems, remote work trends, and new technologies like generative AI.

    🧐 The industry is facing challenges such as cybercrime, state-sponsored attacks, and the need for zero-trust security measures to protect data and systems effectively.

    🚀 Different types of cybersecurity companies cater to various aspects of the industry, including networking security, cloud security, endpoint security, identity and access management, and more.

    💡 Additional Insights and Observations:

    💬 Quotable Moments: "Cybersecurity is the most innovative industry."

    📊 Data and Statistics: Estimates suggest cybercrime will cost the world $10.5 trillion by 2025, highlighting the significant impact and financial implications of cybersecurity threats.

    🌐 References and Sources: Mention of key players in the cybersecurity industry like Palo Alto Networks, Fortinet, Check Point Software, and others, showcasing the diversity and competition within the sector.

    📣 Concluding Remarks:

    The cybersecurity industry is rapidly evolving to address the growing threats and challenges in the digital landscape. Understanding the different types of cybersecurity companies and the risks involved is crucial for investors looking to capitalize on this expanding market. By considering factors like competition, technological changes, and the need for robust security measures, investors can make informed decisions in this dynamic industry.
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