How Brian Feroldi’s view on $PANW changed

2026-08-19Bullish
“CRWD vs PANW: Which cybersecurity leader is the BETTER BUY right now?”
PANW is the better buy for new capital due to more achievable growth rates, despite high valuation.

We've got Palo Alto. That's the one that I have not. These are two fabulous long-term investments. Both of them have smashed the market going at it in different ways.

I am a shareholder of Crowd Strike. I am not a shareholder of Palo Alto Networks. I put them in the medium category. Th this this is if you understand SAS, they're not purely SAS, but I mean if you understand SAS, you probably get this.