Latest ideas and analyses related to cybersecurity

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PANW , CRWD , CSCO

+35 pts



$PANW - Deutsche provides an in-depth look at why a large US enterprise is going "All-In" with Palo Alto Networks solutions

By junkfoodlover on June 10, 2021, 11:29 a.m.
Tagged topics: Prisma Cloud , deep dive , Deutsche Bank , cybersecurity , Prisma Access , Cloudgenix , SASE architecture

Views: 84, Votes: 3, Responses: 0, Attachments: 3
CRWD , AVGO

+1 pts





By rogoman on May 25, 2021, 3:14 p.m.
Tagged topics: secular growth , deep dive , Deutsche Bank , security software , cloud adoption , cybersecurity , Symantec , McAfee , cross-sell

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PANW , CYBR , MIME

+5 pts





By Noto on May 20, 2021, 2:32 a.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PANW , CYBR , MIME

+7 pts





By anon7828 on May 18, 2021, 7:09 p.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 3, Votes: 1, Responses: 1, Attachments: 0
PANW , CYBR , MIME

+34 pts



Barclays data indicate growing focus on cybersecurity among corporate managers, see increasing investment to reduce cost of cyberattacks (deep dive)

By rIsILAwr on May 18, 2021, 6:10 p.m.
Tagged topics: secular growth , deep dive , Barclays , cyberattack , security software , cybersecurity

Views: 145, Votes: 1, Responses: 2, Attachments: 48
FEYE , CRWD , PANW , TENB

+33 pts



Goldman says the Colonial Pipeline ransomware attack could benefit security software vendors long-term

By junkfoodlover on May 10, 2021, 1:18 p.m.
Tagged topics: Goldman Sachs , cyberattack , security software , cybersecurity , ransomware attack , Colonial Pipeline

Views: 185, Votes: 5, Responses: 0, Attachments: 2
CRWD , AVGO

+40 pts



$CRWD - Deutsche recommends buying CrowdStrike because it is at sweet spot of 2 important secular growth trends: cybersecurity and cloud adoption

By phenphen on April 15, 2021, 12:54 p.m.
Tagged topics: secular growth , deep dive , Deutsche Bank , security software , cloud adoption , cybersecurity , Symantec , McAfee , cross-sell

Views: 216, Votes: 7, Responses: 1, Attachments: 26