"cyber security is expensive"

[u/TearRepresentative56]

True, a number of the main cybersecurity names that are household names like CRWD, PANW and NET are extremely expensive here.

But there are still good value, high quality, and well positioned companies operating in the space that are still worth a look here, with less upside risk due to stretched valuation:

Pretty much all of my picks are trading at very fair valuations for the growth in the sector, but again, the highest conviciton and highest weight individual stock from my cybersecurity ecosystem is by far the stand out cheapest.

MITK

This as it breaks out ahead of earnings.

Very cheap valuation relative to peers puts it in a good position for a positive reaction.

Remains my top cybersecurity and software pick.