This is my first post on the forum. It’s an honor to be among the greats!!!
Have been trying to locate a listed company in the Cyber Security space for sometime. Methinks cyber security is currently the need of the hour, what with all sorts of cyber attacks going on and it is going to get big over time. I hear RaGa’s and Congress’s Twitter account got hacked yesterday.
Can someone suggest some listed companies big in this area. Much appreciated.
TAC Infosec is a listed company in Cyber Secuirty space but it is overvalued by every sterch of imagination. The company in 2020 guided for 7000 cr revenue and till date they have not crossed annual run rate of 15 cr also. Vijay kedia is holding more than 15%.
Just adding what I found in another thread but feel free to share if you have more solid info about the Co.
There is a conversation about Tac Infosec starts here and it gets really interesting from here. And the points added by @Amnesiac were just perfect enough to raise your eye brows and do your DD.
I am also super bullish on this theme. The only listed company is TAC infosec in this space. Make some thread on value picker at 500 but no body was interested and tweet has been deleted. Now valuation is streched to 1500. Though I still think this can be good for long term but risky to take entry at this price.
I have been accumulating this Stock (Valiant Communications) since April 2024.
The devices that they manufacture are critical to protect national infrastructure.
I think we should start a thread on Valiant Communications
Please find the global profiler report on Valiant communications by dun & bradstreet