Group 1 - The cybersecurity industry, represented by the Global X Cybersecurity ETF (BUG), is perceived to be better positioned than generic Enterprise SaaS companies in the context of the Agentic AI era [1] - Amrita runs a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - The fund's investment strategy is complemented by Amrita's experience in high-growth supply-chain start-ups and her work with venture capital firms, which has enhanced her ability to maximize returns for clients [1] Group 2 - Amrita's newsletter, The Pragmatic Optimist, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for broader accessibility [1] - The newsletter has gained recognition as a top finance newsletter on popular platforms, indicating its influence and reach within the investment community [1]
Cybersecurity's Anthropic Headwind - This Makes No Sense
Seeking Alpha·2026-02-22 10:41