Volume 145
Volume 145 | May 19, 2026
Reminder to JOIN the The PhySec Collective community Slack channel to network, engage, and be part of something big! You can sign up here.
Sometimes, my Briefs focus on what I'm currently thinking about rather than offering deep dives and this is one of those times (they are also sometimes the Briefs that get the most engagement).
Right now, four main topics are o...
Volume 144
Volume 144 | May 6, 2026
Reminder to JOIN the The PhySec Collective community Slack channel to network, engage, and be part of something big! You can sign up here.
This week was the annual quick trip to The Security Event in Birmingham. I have written before that it is one of my favorite shows because of the uniqueness of it, the atmosphere created, our partnership with The Nineteen Group ...
Volume 143
Volume 143 | April 28, 2026
Reminder to JOIN the The PhySec Collective community Slack channel to network, engage, and be part of something big! You can sign up here.
Here is the model Tony used for the following article: JCI DCF Bonus Model
For some reason or another, the industrial sector has always had a higher frequency of corporate actions, particularly divestitures and spin-offs. It’...





