Stephanie Link
speaker
1,013 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Stephanie Link’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
Because they can actually fix the problems when they do have problems.
They can actually grow and they have great strategy and they have great execution.
That's really important.
But in the bad times, it's how do they react and how do they respond?
And history is a guide on that.
So if you were to buy one cybersecurity stock, would it be Palo Alto Networks?
Yes, absolutely, 100%, because they – well, first and foremost, it's half the price, half the multiple of CrowdStrike.
CrowdStrike trades at a premium valuation for a good reason.
It's number one, the best, everything.
But Palo Alto, it's a little bit more attractive in terms of the valuation, but I like what they're doing from a strategy point of view.
In the last six months, they've made $30 billion worth of acquisitions.
And so what he and team are trying to do is have more stuff that they can offer to their customers.
Remember I said no one company is a one-stop shop.
in offering all the cyber needs for their customers.
So they're getting bigger and bigger and bigger.
And so not only do you have the secular total addressable market there, I think it's, by the way, over $2 trillion easily in the next four years.
Not only have that, but now you have something that the company is doing that you can watch to see how the synergies evolve over time, which I think is really a lot of fun.
You do a little bit of everything.
I love what you just mentioned because I am a firm, firm believer in investing the way Peter Lynch, the great Peter Lynch invested, right?
Peter Lynch was the CEO, I know you know, from Fidelity Magellan Fund.
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