Is anyone investing in the cybersecurity industry here ? Possibly what companies, I would like to add something to my portfolio, so far I have $CRWD.
I am trying to invest mainly in profitable companies, but $CRWD looks like it is on the right track.
Părerea personală a unui membru al comunității, nu o recomandare de investiții. Regulile comunității
BC
I haven't given much thought to this sector yet. But thanks for the tip on the company, I'll definitely look into it.
YE
I had Avast for a while, but I didn't buy their mother after the sale. From what I still have, CSCO makes part of the income there. In general, I think that those companies are not very cheap, Apple or MSFT handle security in-house, so the average user today may not even have to pay for security (but I do pay:) Big companies probably have to deal with it, but I don't know what potential there is if they eventually roll everything on the cloud and they can have it all sorted out in some package.
MD
The company looks nice, so do you still see potential in it? I confess I'm not so sure about that yet. I have an IT company, but the cybersecurity field seems to me to be very full of different companies and so much competition to choose from. 🤔😊
GW
Yes I see potential in $CRWD in the future in my opinion. Every year they grow revenue by about 50%. The last 4 earnings have all been better than consensus. Cybersecurity as a sector makes sense for the future in my opinion. The only downside, they are not yet profitable, I expect them to become a profitable company by 25/26.