The chapter discusses the three components of a comprehensive security system and how Palo Alto Networks grew its business in the cybersecurity industry through acquisitions and technology development. It also highlights the challenges, competition, and the need for innovation in cybersecurity.
With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?
(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.
(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.
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Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN
Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd
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