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Nicole Junkermann sees cybersecurity as the precondition hiding inside every other investment thesis
Nicole Junkermann has been making an argument about cybersecurity for years that most investors have yet to fully price. The founder of NJF Holdings — which names cybersecurity among its five core areas of conviction alongside longevity, sport, life sciences and deep tech — argues that security is not a sector to invest in alongside the others. It is the assumption that all of them depend on holding.
Run a thought experiment across the fashionable investment themes of the decade. AI: models trained on proprietary data, deployed into critical workflows — worthless if the data is...



























