Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online. Chapters: [0:00] Introduction + Episode sponsor: YCharts [1:54] Overview of Akamai Technologies and why its so interesting to Steven [13:09] $AKAM valuation [15:39] Cloud computing and delivery segments [29:10] Why $AKAM now and is $AKAM being run for stockholders or being run for the employees? [34:12] CEO insider transactions [36:44] As a generalist investor, who isn't solely focused on cloud/security companies, why isn't $AKAM just some growthy business competing with major players? What does Steven know that specialists aren't seeing with $AKAM [44:52] Ways $AKAM could benefit from AI, or as an AI play [51:32] Does cloud computing, delivery and security businesses belong together? Today's sponsor: YCharts This episode is sponsored by our friends at YCharts. With all the various job functions that advisors are tasked with, your time is extremely valuable—and often scarce. YCharts is a platform centered around efficiency, and built with speed in mind. With an intuitive and user-friendly interface, YCharts helps save advisors 29 hours per month while uncovering better, and new, investment ideas. Need a way to help clients visualize their financial future, reinforce the importance of consistent investing, and guide them toward informed decisions? Tools for scenario building, portfolio construction, and proposal generation can be the missing piece to your service, so you can act on an idea right when the light bulb flicks on. Start your free YCharts trial and see how YCharts is a one-stop shop for growing AUM with fewer hours spent on investment management: https://go.ycharts.com/yet-another-value