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Excuse my ignorance, who’s the big four and big blue?

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192 Posts.

17

07/07/20

13:37

Post #: 45696157
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Originally posted by Hamish001: ↑

Welcome on board!

TNT definitely the biggest pure play cyber sec firm on the ASX and emerging as the go to stock in this space. There are others such as VOR, which are currently travelling pretty well and definitely worth a look, but they're significantly smaller and not of meaningful scale. Cyber CX is probably the biggest pure cyber firm today, but it's a big private equity play (backed by BGH) so no go for public. Other than that it's slim pickings for investors in this space, you have the big four, big blue and some micros. I suspect TNT will take advantage of recent tailwinds and move quickly to increased scale through acquisitions. Expecting an interesting few months ahead.

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Excuse my ignorance, who’s the big four and big blue?

TNT Price at posting: 8.3¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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Excuse my ignorance, who’s the big four and big blue?

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