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Friday, 12/29/2023 1:12:40 PM

Friday, December 29, 2023 1:12:40 PM

Post# of 20211
Josh Brown just dropped these golden nuggets of wisdom on CNBC,

" ...the thing about cybersecurity that I think everyone needs to understand. It is the guaranteed secular bull market of the next 10 years. It's not that these companies cannot have softer quarters here and there. It's that the longer term tailwind for anything to do with cybersecurity is virtually written into law. There are now regulatory requirements for publicly traded companies to announce material breaches within 4 days... If we think AI is a big deal, and we think the continued migration to the cloud is a big deal, and all of these other exciting things like virtual reality and augmented reality and machine learning... You can't do any of it if you can't secure data and your customers and employees can't access a network securely..."


Small is consistent, consistent is big