FireEye (FEYE) is deemed the hottest security stock of 2015. It IPOed on Sep2013 and the stock has been on a bumpy ride ever since.
With the internet of things taking over the world, cyber security is deemed to be one of the big themes that would benefit from these mega-trends. The more connected we are, the more we are at risk from hackers and cyber-terrorists. So when I found out that someone in my value investment group would be presenting FireEye, I ignored all pending work and rushed down to the venue to listen to the presentation. One of the reasons I am so interested is because I get to hear a perspective from the presenter who happens to be an industry insider. I prefer listening to industry insiders than analysts sitting at their desks making fancy projections. The other reason I am interested in this company is because I am restructuring my ......