E32: Cybersecurity Showdown, AI Disruption, and Apple's Big Move

After Badgering Monkey about selling Crowdstrike $CRWD (yet again), Luke discusses the differences between Crowdstrike and Palo Alto Networks $PANW, two strong cybersecurity companies. But l can there only be one? Monkey, meanwhile, wonders whether AI is going to disrupt everything, including SaaS companies like Crowdstrike, or whether certain mega-trends can overpower the impending disruptions. We also discuss the difference in mindset required when investing in best of class businesses with lofty valuations, and small caps that are much riskier but cheaper and with more binary outcomes. Krzysztof offers his view on the recent Apple Intelligence announcements and why he’s pleasantly surprised about what he heard. Hint: privacy + AI are an essential combination, and Apple will finally give customers a reason to upgrade their phones. Perhaps the recent spike in valuation is justified? Chapters: 00:00:00 Intro00:01:02 CrowdStrike vs Palo Alto Networks00:11:43 What does Luke look for in a good investment?00:19:17 Apple Intelligence --- A humble request to all our listeners: please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor. You can find more episodes of the podcast at ⁠wallstreetwildlife.com⁠, and you can follow us at: ⁠X.com/7LukeHallard⁠ ⁠X.com/7FlyingPlatypus⁠ Wall Street Wildlife is also on Instagram @wallstreetwildlife. --- Fed up with the stock market giving you a hard time? - Invest like seasoned pros with over 40 years in the game - Discover the world's leading companies - Sharpen your best investing practices and ditch the worst - Learn how to start investing - Essential investing principles to boost your returns --- investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies