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13 FEB13 FEBTHE BUSINESS BREW · 05:30
Cybersecurity's durable TAM over simple consumer stocks
"A speaker expressed greater comfort investing in cybersecurity companies than in simple consumer businesses, arguing the former has a durable, ever-growing total addressable market."
BULLISHSubstantive discussion · 3/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION