I have built a portfolio around some cyber security companies – Palo Alto, snowflake, sentinel one, fortinet, Mimecast, elastic, tenable, z scaler, etc.
Curious if anyone else is going in on them? With the overseas conflict and cyber security being in the news, I think we are reaching crucial mass on the issue in America. There’s also a new cyber security bureau.
I am waiting on news about an American version of GDPR compliance. If that happens, regulatory enforcement software is going to skyrocket (think Varonis, big ID, other classification and dlp solutions).
Just curious to get a discussion going – what are your thoughts?
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