OT OT Cybersecurity
sector
OT - This may be of interest only to me - and I've said before
that I can't see how cybersecurity as a sector can't help but grow,
given how much large corporations don't want to be hacked for all
the obvious reasons. The question is: who to play? Esp. since my
knowledge of companies in the sector is small. A while ago, I
bought a mid-sized chunk of PANW, and it's been back and forth -
mostly forth. I wondered what mutual funds might provide diversity,
and from what I've read, there aer surprisingly few ones - altho I
would expect that that will change. The one I found apparently only
started around last fall, and is listed as HACK on the exchanges.
Compared to the sector as a whole, I think I read that they had
underperformed a bit. But the sector itself continues to be pretty
hot - hard to tell where valuation is over-inflated, given that
most all of them are trading at large multiples in anticipation of
how much room there is to grow.
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