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+1 for 2015 being a tough period after the hype for VR and wearables. They will both be a thing, but people always overestimate progress in the short run and u

by chubot 12y ago

+1 for 2015 being a tough period after the hype for VR and wearables. They will both be a thing, but people always overestimate progress in the short run and underestimate it in the long run. +1 for cybersecurity budgets exploding. How would one make a financial bet on this fact? It doesn't seem doable through a "normal" brokerage firm; it seems you need to be a VC or early investor.

at-fates-hands 12y ago
Be prepared to see a lot more teeth coming to the current CFA laws. The law will either be amended with stiffer sentences, and higher minimum sentencing guidelines or you're going to see a rash of federal laws regarding hacking. Yes, the businesses will react, but you can bet lawmakers are keen to start hammering hackers, making it even more dangerous to be doing this stuff.
larrykubin 12y ago
If you want to invest in some larger publicly traded companies, there is a new cybersecurity ETF, ticker symbol HACK. You could buy some shares of the ETF or shares of some of the individual holdings. A list of holdings can be found here: http://www.pureetfs.com/etfs/hack.html http://www.pureetfs.com/etfs/hack.html
- chubot 12y ago
  Hm it sounds interesting. But I'm wondering if the managers of this fund have actual computer security knowledge, or are "general investor" types: http://www.pureetfs.com/about.html http://www.pureetfs.com/about.html Partnering with "world class industry experts" is a bit too vague for me. It sounds like they are spread across many verticals, so it's hard to judge their expertise in a particular vertical. I think most current security solutions aren't very good. There's a really big problem with information asymmetry, in that the customers of security products have less knowledge than the vendors. If that's true, then I imagine that most of the value created in the security space in the next 10 years will be from new companies. Would you buy this fund yourself? Just trying to be a bit critical :) Thanks for the information.
  - secabeen 12y ago
    They only have 2 funds right now, so it's hard to say about their expertise.
  - justincormack 12y ago
    The don't need expertise it is just an index fund, like the majority of ETFs, it is based on the ISE Cyber Security Index http://www.businesswire.com/news/home/20141111006259/en/ISE-ETF-Ventures-Launches-ISE-Cyber-Security%E2%84%A2 http://www.businesswire.com/news/home/20141111006259/en/ISE-... and has a bit of Juniper and a bit of Splunk and other publicly listed "security" companies.
djb_hackernews 12y ago
There does exist a cyber security ETF with the ticker HACK. You can also just invest in FireEye.

by chubot 12y ago

at-fates-hands 12y ago

Be prepared to see a lot more teeth coming to the current CFA laws. The law will either be amended with stiffer sentences, and higher minimum sentencing guidelines or you're going to see a rash of federal laws regarding hacking. Yes, the businesses will react, but you can bet lawmakers are keen to start hammering hackers, making it even more dangerous to be doing this stuff.

larrykubin 12y ago

If you want to invest in some larger publicly traded companies, there is a new cybersecurity ETF, ticker symbol HACK. You could buy some shares of the ETF or shares of some of the individual holdings. A list of holdings can be found here: http://www.pureetfs.com/etfs/hack.html http://www.pureetfs.com/etfs/hack.html

chubot 12y ago
Hm it sounds interesting. But I'm wondering if the managers of this fund have actual computer security knowledge, or are "general investor" types: http://www.pureetfs.com/about.html http://www.pureetfs.com/about.html Partnering with "world class industry experts" is a bit too vague for me. It sounds like they are spread across many verticals, so it's hard to judge their expertise in a particular vertical. I think most current security solutions aren't very good. There's a really big problem with information asymmetry, in that the customers of security products have less knowledge than the vendors. If that's true, then I imagine that most of the value created in the security space in the next 10 years will be from new companies. Would you buy this fund yourself? Just trying to be a bit critical :) Thanks for the information.
- secabeen 12y ago
  They only have 2 funds right now, so it's hard to say about their expertise.
- justincormack 12y ago
  The don't need expertise it is just an index fund, like the majority of ETFs, it is based on the ISE Cyber Security Index http://www.businesswire.com/news/home/20141111006259/en/ISE-ETF-Ventures-Launches-ISE-Cyber-Security%E2%84%A2 http://www.businesswire.com/news/home/20141111006259/en/ISE-... and has a bit of Juniper and a bit of Splunk and other publicly listed "security" companies.

djb_hackernews 12y ago

There does exist a cyber security ETF with the ticker HACK. You can also just invest in FireEye.