Is your phone ever truly locked? Today, we step into the secretive world of digital forensics to analyze Cellebrite ($CLBT), the Israeli company that helps law enforcement agencies worldwide access data from locked mobile devices.
I’m joined by Niklas from Heavy Moat Investments for a thorough deep dive into this unique SaaS company. We trace Cellebrite's history from the infamous San Bernardino Apple vs. FBI case to its current status as a market leader in a global duopoly.
We discuss how their technology actually works, the backlog of digital evidence facing police departments, and why this mission-critical software creates an incredibly sticky 'heavy moat' business. Finally, we break down the valuation, the risks of encryption, and why we believe Cellebrite is perfectly positioned for a potential buyout.
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.
