Cybersecurity Investors Anonymous

$PANW and $FTNT: Follow up - What's driving firewall growth?

I received a question from a reader of yesterday’s post asking where all these new firewalls are being deployed- in traditional datacenters or in the…

Jul 12 •

Penny Eckel

$PANW and $FTNT: The Value Firewall Threat to PANW's Growth

...and some lessons learned along the way

Jul 11 •

Penny Eckel

$S: The $S Problem and Opportunity

Quick and dirty post-earnings thoughts on $S

Jun 2 •

Penny Eckel

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$PANW and $FTNT: The Value Firewall Threat to PANW's Growth

Jul 11 • Penny Eckel

What makes a good PE acquisition target?

Mar 24 • Penny Eckel

$FTNT and $PANW: How $FTNT rose to become a serious enterprise Security Platform leader

Jan 31 • Penny Eckel

$S: The $S Problem and Opportunity

Jun 2 • Penny Eckel

$CRWD and $S: Fighting it out in a recession-strained Endpoint Security market

Jan 31 • Penny Eckel

New

What makes a good PE acquisition target?

A look at recent public cybersecurity acquisitions and what they have in common

Mar 24 •

Penny Eckel

$FTNT and $PANW: How $FTNT rose to become a serious enterprise Security Platform leader

TLDR: This is a brief history of the firewall market and security platform, and how $FTNT rose to compete directly with $PANW. If you’d like to see my…

Jan 31 •

Penny Eckel

$CRWD and $S: Fighting it out in a recession-strained Endpoint Security market

TLDR: Although I’ve been bullish on both vendors for a long time, recent news has introduced risk and reframed my thinking on both $CRWD and $S in the…

Jan 31 •

Penny Eckel

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This is Cybersecurity Investors Anonymous.

Jan 31 •

Penny Eckel

Cybersecurity Investors Anonymous

I provide cybersecurity research consulting services to institutional investors, and I'm here to teach you what I know about the cybersecurity space. This publication is geared for the investing community, rather than cybersecurity practitioners.

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