Cybersecurity companies – durable moats ?

« Back to Previous Page
▲
0
▼
♥ 0

Hey @DanKent – do you know or have done any analysis particularly on Cyber Security companies ? I currently hold Palo alto and Crowdstrike but would like to see if there are other companies with durable moats that I can add in my portfolio ?

Marked as spam
Asked on January 9, 2026 1:12 pm
46 views
▲
0
▼
✔
Private answer

I'd say you already own the main companies in the sector. The other ones I can think of are companies like Fortinet and Cloudflare. However, I've never been a large fan of Cloudflare's valuation despite knowing it is a very solid business.

Another one you could potentially look at is Zscaler. I believe they host a cloud security system, but their business is quite complex to me.

My main question for you is when you hold the two major players in the space, why are you looking to hold more?

Marked as spam
Posted by Dan Kent
Answered on January 12, 2026 6:08 am
« Back to Previous Page