Hi, thanks for the post! I'm currently looking into picking up a player from this range. What would be your current favorite for the rating? I looked at $S $NCNO $GEN for example...
Ideally, I'm looking for a mid-cap, but I have the feeling that a lot of the story is already priced in...
My target return is 25% p A, but I'd like more.
Thank you! And have a nice rest of Advent đ đ
@EpsEra
@Tenbagger2024 what would be your favorite in this area? đâïž
Ideally, I'm looking for a mid-cap, but I have the feeling that a lot of the story is already priced in...
My target return is 25% p A, but I'd like more.
Thank you! And have a nice rest of Advent đ đ
@EpsEra
@Tenbagger2024 what would be your favorite in this area? đâïž
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@Klein-Anleger
Thank you very much for the coins and the interest in my post, nice of you đ
@MrSchnitzel was also interested in the topic of cyber security a few days ago. My answer for you is structured very similarly đ
Exciting area, but currently not an easy one to get into. Cybersecurity is no longer a nice-to-have, but a real obligation for companies. Cloud, AI and the prospect of quantum computing are increasing the pressure even further. The sector has been moving sideways for some time now, which I see as consolidation. At the same time, you have to be honest: many stocks are already very ambitiously valued. It is currently difficult to find a cheap, yet profitable mid-cap.
On the names mentioned:
Gen Digital is rather defensive, strong in the consumer sector, solid, but with limited growth potential.
NCNO operates in the banking software environment, interesting business model, but strongly story-driven and currently highly valued.
SentinelOne (S) is technologically strong in endpoint security and AI-based detection, but is under strong competitive pressure from CrowdStrike and is not yet sustainably profitable.
My personal focus is therefore deliberately different. I am invested in the cybersecurity sector with Palo Alto Networks, supplemented by Cloudflare. I see both as very broadly positioned and structural beneficiaries. I see Arista Networks more as an infrastructure play around data centers, cloud and networks, less as classic cybersecurity, but essential for secure and scalable IT landscapes.
Thank you very much for the coins and the interest in my post, nice of you đ
@MrSchnitzel was also interested in the topic of cyber security a few days ago. My answer for you is structured very similarly đ
Exciting area, but currently not an easy one to get into. Cybersecurity is no longer a nice-to-have, but a real obligation for companies. Cloud, AI and the prospect of quantum computing are increasing the pressure even further. The sector has been moving sideways for some time now, which I see as consolidation. At the same time, you have to be honest: many stocks are already very ambitiously valued. It is currently difficult to find a cheap, yet profitable mid-cap.
On the names mentioned:
Gen Digital is rather defensive, strong in the consumer sector, solid, but with limited growth potential.
NCNO operates in the banking software environment, interesting business model, but strongly story-driven and currently highly valued.
SentinelOne (S) is technologically strong in endpoint security and AI-based detection, but is under strong competitive pressure from CrowdStrike and is not yet sustainably profitable.
My personal focus is therefore deliberately different. I am invested in the cybersecurity sector with Palo Alto Networks, supplemented by Cloudflare. I see both as very broadly positioned and structural beneficiaries. I see Arista Networks more as an infrastructure play around data centers, cloud and networks, less as classic cybersecurity, but essential for secure and scalable IT landscapes.
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@Klein-Anleger
I have also looked at Gen digital several times. Because they always do very well in Stiftung Warentest. I looked at the share a long time ago, but didn't buy it because of the high level of debt. The debt was probably mainly due to the takeover of Avast. I can't say how things look at the moment. I am invested in Palo Alto myself. However, I see a need to catch up in Germany and Europe due to the threat from Russia. So maybe take a look at $YSN
I have also looked at Gen digital several times. Because they always do very well in Stiftung Warentest. I looked at the share a long time ago, but didn't buy it because of the high level of debt. The debt was probably mainly due to the takeover of Avast. I can't say how things look at the moment. I am invested in Palo Alto myself. However, I see a need to catch up in Germany and Europe due to the threat from Russia. So maybe take a look at $YSN
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