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Cybersecurity stock review: Macquarie Telecom (ASX: MAQ), Okta (OKTA) & Tesserent (ASX: TNT)

Drew Meredith from Wattle Partners and Owen Raszkiewicz provide an overview of cloud and the cybersecurity market, with a stock review of Okta Inc (NASDAQ: OKTA), Macquarie Telecom Ltd (ASX: MAQ) and Tesserent Ltd (ASX: TNT).

Drew Meredith from Wattle Partners and me — Owen Raszkiewicz — sat down this week to provide an overview of the cloud computing and cybersecurity thematics currently sweeping over the world, changing the business and consumer technology landscape (for the better).

Drew and I spoke about: 

  • The soon to be $1 trillion cloud computing market and shift to remote network infrastructure
  • The $180 billion cybersecurity market (current cybersecurity market size 2020) and the future of computing
  • A brief stock review of Okta Inc (NASDAQ: OKTA), Macquarie Telecom Ltd (ASX: MAQ) and Tesserent Ltd (ASX: TNT). 

Other

Want to nominate a stock or thematic for next week?

At the time of publishing, Owen owns shares of Okta.

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