Investment Research:
Cybersecurity

22 September 2023

Cisco acquires Splunk

For once, a cybersecurity player is not acquired by a PE firm. The announced acquisition of Splunk by Cisco confirms our...

27 June 2023

Mid-year review 2023 - Security & Space: Growing beyond the atmosphere

The first half of 2023 has witnessed remarkable news and advancements in space communications and AI technologies, setti...

18 April 2023

Cybercriminals Take the Wheel

As our vehicles become more intelligent and digitized, they also attract hackers' attention. Exploring the latest automo...

16 January 2023

Security & Space - Year's Favourites 2023

The three companies we selected for 2023 in the Security & Space portfolio are Okta Inc, CrowdStrike Holdings Inc, a...

17 October 2022

Investing in modern cybersecurity: a recap

We recently published a five-article series on Cybersecurity. We also created an interactive tool for investors. Here's...

10 October 2022

Investing in Modern Cybersecurity: A Portfolio For The Future

In the concluding episode of this five-part series, we round up analyzing the cybersecurity world, hypothesize about cyb...

30 September 2022

Investing in Modern Cybersecurity: Cloud Security

In this five-part series, we set out to explore the world of cybersecurity and its investment opportunities. In the prev...

12 September 2022

Investing in Modern Cybersecurity: Endpoint Security

In this five-part series, we aim to explore the world of cybersecurity and its investment opportunities. We introduced t...

01 September 2022

Investing in Modern Cybersecurity: Threat Intelligence & Application Security

Everyone understands the importance of cybersecurity for modern-day life; however, the technology and, therefore, the in...

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