Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting from Yet Another Value Podcast

Firebird's Steven Gorelik on why Akamai's security business makes $AKAM interesting

56 minutes Posted Jun 13, 2024 at 1:00 pm.

] Introduction + Episode sponsor: YCharts

] Overview of Akamai Technologies and why its so interesting to Steven

] $AKAM valuation

] Cloud computing and delivery segments

] Why $AKAM now and is $AKAM being run for stockholders or being run for the employees?

] CEO insider transactions

] As a generalist investor, who isn't solely focused on cloud/security companies, why isn't $AKAM just some growthy business competing with major players? What does Steven know that specialists aren't seeing with $AKAM

] Ways $AKAM could benefit from AI, or as an AI play

] Does cloud computing, delivery and security businesses belong together?

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Steven Gorelik, Lead Portfolio Manager at Firebird U.S. Value Fund, joins the podcast to share his thesis on Akamai Technologies, Inc. (NASDAQ: AKAM), the cloud company that powers and protects life online.

Chapters:

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