• Episode 23:

    Interview with Francis (InvestiAnalyst)


    In the 23rd episode of Investing With The Whales, I interview Francis (InvestiAnalyst), founder of The Software Analyst newsletter.


    Follow Francis on Twitter and subscribe to his newsletter.


    Topics discussed: the history of the cybersecurity industry, tailwinds for cybersecurity, regulations, ransomware as a service (RaaS), cyber attacks in politics, cybersecurity industry outside the US, Israel as a hub for cybersecurity companies, cybersecurity trends, cybersecurity ETFs, different types of cybersecurity companies, cybersecurity insurance, private companies in the cybersecurity space, biggest hackers in the world.


    Stocks mentioned: FTNT, PANW, ZS, NET, CRWD, S, DDOG