Best Growth Stocks For 2020s: Cybersecurity Trends & Fortinet (FTNT) Analysis

Поделиться
HTML-код
  • Опубликовано: 7 май 2024
  • Chip Stock Investor has big cybersecurity industry updates. Private equity and big tech clearly see value in security software, and investors should take note. The changes are illustrated by moves that one of the industry leaders, Fortinet (FTNT), has been making in network and cloud cybersecurity. Don't miss this research on top cybersecurity stocks!
    Videos/research to check out:
    chipstockinvestor.com/fortine...
    • Important Cybersecurit...
    • Profit From Future Cyb...
    Cybersecurity Manual:ko-fi.com/s/0a436c7c8e
    👉👉 Chip Stock Investor offers a premium membership that gives you:
    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣️🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.
    How to Join:
    Visit our RUclips channel: / @chipstockinvestor
    Support them on Ko-Fi: ko-fi.com/chipstockinvestor
    Not interested in monthly membership? You can still purchase individual show notes or industry manuals in their Ko-Fi shop.
    Check us out on our website: chipstockinvestor.com
    We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇
    mainstreetdata.com/subscripti...
    Find this episode and more on Spotify Podcasts: open.spotify.com/show/4QSHBYl...
    You can also find us on Apple and Google Podcasts!
    Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
    #cybersecurity #fortinet #cyberstocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks
    Nick and Kasey own shares of Fortinet

Комментарии • 32

  • @chipstockinvestor
    @chipstockinvestor  24 дня назад +3

    Cybersecurity Manual:ko-fi.com/s/0a436c7c8e
    👉👉 Chip Stock Investor offers a premium membership that gives you:
    Community: 🙏 Connect with other investors interested in chip stocks.
    Direct Access: 🗣🦜Chat with the Chip Stock Investor experts.
    Insider Knowledge: 🤔💭Gain valuable insights into the chip stock market.
    Resources: 📕📖📑Download show notes and access exclusive content.
    Friends: 🙌 Join a welcoming Discord community.
    How to Join:
    Visit our RUclips channel: ruclips.net/channel/UC3aD-gfmHV_MhMmcwyIu1wAjoin
    Support them on Ko-Fi: ko-fi.com/chipstockinvestor

  • @rahulchahal3824
    @rahulchahal3824 24 дня назад +80

    Consolidation in cybersecurity would be great

    • @Jannie-yr4nc
      @Jannie-yr4nc 24 дня назад

      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?

    • @DellBriagas
      @DellBriagas 24 дня назад

      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?

    • @DellBriagas
      @DellBriagas 24 дня назад

      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.

  • @crankfotton
    @crankfotton 20 дней назад +3

    One word.... "Framework". 🎤 👇🏻

  • @Van_Reisen_Capital
    @Van_Reisen_Capital 22 дня назад +2

    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.

  • @Javalipapere
    @Javalipapere 24 дня назад +3

    We own FTNT and Bug ETF. Also own the big boys of cloud and security, eg, Microsoft Google Amazon

  • @mike77691
    @mike77691 22 дня назад +2

    Holding and adding position. Great piece and perspective. Thanks

  • @NgeeKey
    @NgeeKey 22 дня назад +2

    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.

  • @missunique65
    @missunique65 24 дня назад +4

    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!

  • @skysyc1922
    @skysyc1922 23 дня назад +2

    Thank you for giving me so details explanation of fortinet. Your video is full of knowledge. Millions appreciated

  • @shannonoliver7992
    @shannonoliver7992 23 дня назад +2

    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.

    • @chipstockinvestor
      @chipstockinvestor  23 дня назад +2

      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.

    • @shannonoliver7992
      @shannonoliver7992 23 дня назад +2

      @@chipstockinvestor I'm happy to be patient. More time to build a solid position before the markets sniffs this out, and pushes it higher.

  • @PEDROv0311
    @PEDROv0311 21 день назад +2

    Great content! Thank you!

  • @RoTelnCheese
    @RoTelnCheese 23 дня назад +1

    Cybersecurity is a crowded trade right now. Whilst I’m long term bullish on the sector, if you don’t have a position now I wouldn’t be rushing to buy these stocks given the weakening of key economic data. I fortunately purchased Darktrace 8 months back as it was the only undervalued company, I don’t see a lot of value of it’s US peers at current prices. Earnings at the end of month for the big companies will give us the direction needed for the next couple of quarters.

  • @randomsitisee7113
    @randomsitisee7113 24 дня назад +2

    3:40 solid handshake 👍🏽

  • @hobsonschoice8649
    @hobsonschoice8649 16 дней назад +1

    mrvl up 4% today....

  • @rgwernert
    @rgwernert 24 дня назад +2

    Thank you two, love your content!

  • @user-sm9ms6yw9p
    @user-sm9ms6yw9p 24 дня назад +2

    Thanks you!👍

  • @adamcalhoun6683
    @adamcalhoun6683 20 дней назад +2

    How do you guys feel about Dynatrace?

    • @chipstockinvestor
      @chipstockinvestor  20 дней назад

      We own Dynatrace, have done some videos and written articles

  • @Silasp123
    @Silasp123 24 дня назад +2

    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!

    • @chipstockinvestor
      @chipstockinvestor  24 дня назад +2

      Thanks for watching! We own it too, and we hold companies we think have a long runway of earnings growth

  • @stephenhaynes603
    @stephenhaynes603 23 дня назад +1

    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 ......

    • @chipstockinvestor
      @chipstockinvestor  23 дня назад +3

      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-bf7us
    @Roberto-bf7us 22 дня назад

    Do you guys prefer FTNT over PANW?