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Industry Focus

Tech: A New Play on Cybersecurity

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 23 April 2021

⏱️ 30 minutes

🧾️ Download transcript

Summary

Today we explore Knowbe4, a newly public company in the cybersecurity industry.

This business is part tech/part consulting, and has the books to earn a spot on your watch list. We talk through the numbers and explain why management and company culture are the real things to be excited about with this biz.

Stocks: KNBE

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech.

0:23.0

Let's dive in.

0:24.0

It's Friday, April 23rd, and we're talking about a cybersecurity company that just went public.

0:32.0

I'm your host still

0:32.8

newest and I'm joined by fool.com's key kid of not knowing non-new news.

0:37.0

Brian Feroldi. Brian I like what you did there with the K in the end that's a nice

0:41.8

like that. Yeah switch yeah I was

0:43.1

crafty I was I was really hoping it was gonna it's gonna mess you up but yet again

0:47.1

failure Dylan you know you succeed in so many other ways, Brian.

0:54.2

We are on today.

0:55.7

We're talking about another prospectus,

0:58.2

and really this is a company that is already public,

1:00.4

which is nice, so if people are interested,

1:02.3

they can start kicking the tires on it

1:03.5

themselves and this is no before and Brian I'm particularly excited about this one

1:07.8

because it's in a space that we haven't spent a lot of time talking about in the past

1:11.8

yeah this is a company that's focused on cyber security from a different angle that a lot of the companies that are publicly traded

1:18.8

cyber security companies and one reason that we really haven't touched upon this is

1:23.0

Cybersecurity isn't extremely complex area.

...

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