Cybersecurity Investors Anonymous

Cybersecurity Investors Anonymous

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Cybersecurity Thoughts - FinThreads
Quick and dirty thoughts on Cybersecurity prior to Q423 earnings next week
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Penny Eckel
$PANW and $FTNT: The Value Firewall Threat to PANW's Growth
...and some lessons learned along the way
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Penny Eckel
What makes a good PE acquisition target?
A look at recent public cybersecurity acquisitions and what they have in common
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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.
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Penny Eckel
$S: The $S Problem and Opportunity
Quick and dirty post-earnings thoughts on $S
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Penny Eckel
What are the most valuable metrics for Cybersecurity Investors?
With a focus on growth
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Penny Eckel
$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…
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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…
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Penny Eckel
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