Security, Security, Security

I added some security stocks to my portfolio over the last year – Checkpoint $CHKP, Palo Alto Networks $PANW and Akamai $AKAM. All three are volatile. I am down on my Akamai  position (I journal all these ideas on Stocktwits in real time).

Over $5 billion has poured into security startups the last two years. The hedge funds know this and their proxies are the public stocks. Owning the right basket should continue to pay dividends as dips get bought for now. 

My friend Ed Sim penned this great post on the state of the startup security market. It is worth the read. Ed has a fantastic blog and has been investing in early stage enterprise software for 20 years. 

The markets are connected and so you can expect a lot of volatility, growth and continued M&A as the cycle moves along.