Cybersecurity Investors Anonymous
Penny EckelI 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.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 3 years ago | Last Issue | 4 months ago |
| Active | |||||
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cybersecurityinvestorsanonymous.comLatest Issues
AI Disruption and the Software Bloodbath
The indiscriminate selling in software has been relentless, but it also presents an opportunity for investors who are willing to dive below the narrative of AI as a software business killer, into the reality of the impact.
Let’s look beyon...
What are the most valuable metrics for Cybersecurity Investors?
A reader asked how cybersecurity investors value business metrics differently from their broader SaaS counterparts, and as an example, how ACV and CAC might mean different things to an investor in a company like $GTLB vs. a cybersecurity co...
Cybersecurity Thoughts - FinThreads
If you are on Threads, feel free to follow me over there @pennyjilleckel. I’m writing this note for the FinThreads community. Please keep in mind that I'm not in the business of calling quarters- in other words, these are intermediate term...
$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 cloud? It’s a great question, and I wanted to provide an answer for others who might be in...
$PANW and $FTNT: The Value Firewall Threat to PANW's Growth
When I was first coming up to speed on the cybersecurity space back in 2017, I remember hearing a lot of talk in the investment community about how the firewall market was dying at the hands of the cloud. The narrative was that nobody was g...
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I work for a firm that provides cybersecurity research to institutional investors, and I'm an investor in the cybersecurity space. I'm here to help you learn about it too.
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