Investment Review day 12 of 50: Palo Alto Networks $PANW
Palo Alto Networks is the world’s largest pure play cybersecurity company, offering essential next-generation firewalls, cloud security, and security operations critical for combating sophisticated cyber threats. Despite recent stock declines due to lowered guidance and claims of customer fatigue with the ever increasing spend required to combat cybercrime, PANW’s strong financial base, consistent free cash flow, and reasonable valuation make it an attractive investment.
I bought an initial stake in PANW in October 2023, trimming my large exposure to key competitor CrowdStrike, and diversifying my holdings while still remaining invested in cybersecurity as a key investment trend for this decade.
Do you think both can prevail – or is this a winner takes all sector?
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I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share the full portfolio! Follow me and let’s learn together! #StockAnalysis #50daychallenge #cybersecurity #cybercrime
