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@rahulchahal38247 ай бұрын
Consolidation in cybersecurity would be great
@Jannie-yr4nc7 ай бұрын
Interesting how much has changed since the video had been recorded. NVDA in the 900s, TSLA, ASML and APPL down even more. I am currently holding north of $300k in a savings account waiting to invest in another huge opportunity.. Where would you invest this as of now?
@DellBriagas7 ай бұрын
How can I participate in this? I sincerely aspire to establish a secure financlal future and am eager to participate. Who is the driving force behind your success?
@DellBriagas7 ай бұрын
Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.
@Van_Reisen_Capital7 ай бұрын
Nice work guys. Been long Fortinet since 2011 or so. Still holding the core position. Made a lot in 2021. As the company that created the UTM market which essentially combined many features in one box (fw, swg, wan op, etc) their history of combining tech into a single platform and GUI is strong. They’ve always been strong in the mid market and that may be their SASE edge as it was for companies that couldn’t afford multiple boxes and so just bought a UTM. In Asia here that was a strong play for years.
@NgeeKey7 ай бұрын
Thank you so much for your great sharing. I own Fortinet and I believe their strategic direction is for long term. Holding it and may add more positions.
@skysyc19227 ай бұрын
Thank you for giving me so details explanation of fortinet. Your video is full of knowledge. Millions appreciated
@mike776917 ай бұрын
Holding and adding position. Great piece and perspective. Thanks
@shannonoliver79927 ай бұрын
I’m happy to hold this longterm. I’m working toward having a full position, but currently a DCA candidate for me. Great insights on the Alphabet pairing. I don’t hold these two stocks for that reason, but thrilled that I do now. You two are the greatest value for money on YT. Thanks for another great education.
@chipstockinvestor7 ай бұрын
Thanks Shannon! This is a great company. Sideways consolidation like the last 2+ years is no fun, but under the surface, management hasn't missed a beat. Excited to see how they shake up the industry in the years to come.
@shannonoliver79927 ай бұрын
@@chipstockinvestor I'm happy to be patient. More time to build a solid position before the markets sniffs this out, and pushes it higher.
@missunique657 ай бұрын
thank you for telling the story the charts miss. I hope you do follow up on "takeover targets" in the cybersecurity space. we are long FTNT for years. cheers!
@Javalipapere7 ай бұрын
We own FTNT and Bug ETF. Also own the big boys of cloud and security, eg, Microsoft Google Amazon
@PEDROv03117 ай бұрын
Great content! Thank you!
@rgwernert7 ай бұрын
Thank you two, love your content!
@chipstockinvestor7 ай бұрын
Thanks for watching!
@randomsitisee71137 ай бұрын
3:40 solid handshake 👍🏽
@chipstockinvestor7 ай бұрын
Lol
@crankfotton7 ай бұрын
One word.... "Framework". 🎤 👇🏻
@владши-о8з7 ай бұрын
Thanks you!👍
@adamcalhoun66837 ай бұрын
How do you guys feel about Dynatrace?
@chipstockinvestor7 ай бұрын
We own Dynatrace, have done some videos and written articles
@hobsonschoice86497 ай бұрын
mrvl up 4% today....
@Silasp1237 ай бұрын
Absolutely love your content! Fortinet is my largest holding, and I feel as though the discount to its peers is pretty high from almost every conventional valuation metric, ESPECIALLY when you subtract SBC expense from free cash flow. Do you guys feel as though Fortinet has the runway to continue high teens to low twenties free cash flow growth into the 2030's? Thank you!
@chipstockinvestor7 ай бұрын
Thanks for watching! We own it too, and we hold companies we think have a long runway of earnings growth
@stephenhaynes6037 ай бұрын
im a crwd and palo guy. i think ftnt perhaps is a bit slow. mab in time it will pick up, yep now might be the time to buy , im looking at 40 dollars on to re start a position. or indeed why not a cyber security ETF ......
@chipstockinvestor7 ай бұрын
Very true. However, as for the cyber ETFs, have you seen their performance? While this isn't a winner-takes-all industry, it most definitely is a winner-profits-most industry. The small players are a total mess, and their inclusion in the ETFs makes them under-perform a broader software tech ETF.
@Roberto-bf7us7 ай бұрын
Do you guys prefer FTNT over PANW?
@Aerie4997 ай бұрын
Panw
@1969sharad4 ай бұрын
I HAVE NOT BEEN ABLE TO ACCESS THE CYBERSECURITY MANUAL AND DISCORD CHANNEL. YOUR CHANNEL IS VERY GOOD IN THE AREA THAT YOU CATER TO. THE CONTENT IS VERY WELL REASERCHED. WOULD YOU BE KIND ENOUGH TO PROVIDE ME THE CYBER SECURITY MANUAL.
@chipstockinvestor4 ай бұрын
Welcome! We'd need you to get on Discord to access the manual. Have you linked your KZbin account with Discord yet? Kasey shared this video to help: kzbin.info/www/bejne/aaKWeH9sjcRmqtk