跟着做了一把短线时髦股KEYW# Stock
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Cybersecurity is "much broader than people think," says Mike Steed of
Paladin Capital Group, a PE firm putting money in national security-
focused startups. It used to mean information theft, he says, but today "it
means preventing the destruction and disruption of everything from databases
to the power grid."
In a realm of startups, there are few public companies for retail folks to
invest in. One promising pure play is KEYW Holding (KEYW), a small company (
with a market cap of about $450 million) that provides mission-critical
software for intelligence, surveillance, and reconnaissance for agencies
such as the CIA and NSA. (The name reflects the founder's fondness for
Key West, Fla.)
Randy Gwirtzman, a senior analyst at the Baron Funds, one of the stock's
biggest holders, says KEYW's employees are its advantage: "Most employees
have a security clearance with the government and have had government jobs
protecting computer systems." Founded in 2008, the company has grown via 13
acquisitions; its earnings before interest, taxes, depreciation, and
amortization grew by 44% in the most recent 12 months after doubling during
the previous period.
http://finance.fortune.cnn.com/2013/02/20/cyberdefense-investin
Paladin Capital Group, a PE firm putting money in national security-
focused startups. It used to mean information theft, he says, but today "it
means preventing the destruction and disruption of everything from databases
to the power grid."
In a realm of startups, there are few public companies for retail folks to
invest in. One promising pure play is KEYW Holding (KEYW), a small company (
with a market cap of about $450 million) that provides mission-critical
software for intelligence, surveillance, and reconnaissance for agencies
such as the CIA and NSA. (The name reflects the founder's fondness for
Key West, Fla.)
Randy Gwirtzman, a senior analyst at the Baron Funds, one of the stock's
biggest holders, says KEYW's employees are its advantage: "Most employees
have a security clearance with the government and have had government jobs
protecting computer systems." Founded in 2008, the company has grown via 13
acquisitions; its earnings before interest, taxes, depreciation, and
amortization grew by 44% in the most recent 12 months after doubling during
the previous period.
http://finance.fortune.cnn.com/2013/02/20/cyberdefense-investin