Investing With The Whales | Episode 23 | Interview with Francis Odum (aka InvestiAnalyst)
In the 23rd episode of Investing With The Whales, I interview Francis (InvestiAnalyst), founder of The Software Analyst newsletter
This episode is brought to you by Lupton Capital – www.LuptonCapital.com
Hello everyone,
In the 23rd episode of Investing With The Whales, I interview Francis Odum,(aka InvestiAnalyst on Twitter), 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
In addition to my podcast, I offer several other investment-related services:
I also run the largest Stocktwits room, where I post about my investment portfolio and trading portfolio, including access to my daily activity, market commentary, investment models, daily webcasts, and much more. Subscribe at stocktwits.luptoncapital.com
Recently, I launched a service on Seeking Alpha, which is a combination of both Substack newsletters and my Stocktwits room but in one place to make things more streamlined. Subscribe at seekingalpha.luptoncapital.com