Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines. There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending […]
Tag Archives: Cybersecurity
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [LPX] Louisiana Pacific [JHX] James Hardie
Building materials: part 2a (LPX, JHX)
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
Continue reading →Building materials BXC
Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
Continue reading →[MKTX] MarketAxess
[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
1 Comments
Continue reading →[XPEL] Xpel
quick Xpel update
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
Continue reading →