Cybersecurity Investors Anonymous

What are the most valuable metrics for Cybersecurity Investors?

With a focus on growth

Mar 7, 2024 • 

Penny Eckel

February 2024

Cybersecurity Thoughts - FinThreads

Quick and dirty thoughts on Cybersecurity prior to Q423 earnings next week

Feb 2, 2024 • 

Penny Eckel

2

July 2023

$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, 2023 • 

Penny Eckel

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

...and some lessons learned along the way

Jul 11, 2023 • 

Penny Eckel

1

June 2023

$S: The $S Problem and Opportunity

Quick and dirty post-earnings thoughts on $S

Jun 2, 2023 • 

Penny Eckel

March 2023

What makes a good PE acquisition target?

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

Mar 24, 2023 • 

Penny Eckel

2

January 2023

$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.

Jan 31, 2023 • 

Penny Eckel

1

$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, 2023 • 

Penny Eckel

Coming soon

This is Cybersecurity Investors Anonymous.

Jan 31, 2023 • 

Penny Eckel

1