On a recent episode of the Behind the Markets podcast, Jeremy Schwartz spoke with Aaron Dubin, VP of strategy and business research at Team8. They covered a wide range of cybersecurity topics, including the current “1995 moment" and the connection between Team8’s cybersecurity themes and current events.
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When we speak with investors, the question of valuation is probably the most popular point that tends to come up, especially with tech-oriented topics. Christopher Gannatti takes a deep dive into the valuation, profitability and growth of the WisdomTree Team8 Cybersecurity Index and the BVP Nasdaq Emerging Cloud Index.
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The WisdomTree Cybersecurity Fund (WCBR) was the best-performing exchange-traded Fund (ETF) at WisdomTree during 2023. Christopher Gannatti compares WCBR to two other cybersecurity-focused ETFs and analyzes their investment strategies.
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For software firms, which metric is more important: growth or profitability? Christopher Gannatti analyzes each and discusses Bessemer Venture Partner’s “Rule of X,” which seeks to address this question.
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In our opinion, one of the biggest themes across megatrend investing is cybersecurity. Christopher Gannatti compares our Cybersecurity Fund to two other funds that focus on cybersecurity stocks and analyzes their ability to capture the megatrend’s performance.
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Cybersecurity is not a luxury; it’s a necessity. Christopher Gannatti discusses how the rising perception of risk is coinciding with rising revenues at cybersecurity companies.
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