Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
Convequity
Updates: MBLY - Will The Downturn Be Short-Lived?
Summary
* Mobileye stands as a pivotal player in the Advanced Driver Assistance
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various
Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Summary
* Chiplet technology presents an exciting opportunity for ARM, potentially paving the
Convequity MSU: Unity - Dec 2023
Summary
* Unity is a game engine used by game developers for creating
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent,
Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.
Convequity MSU Framework For Enhanced Risk-Reward Analysis
Summary
* We are introducing a new framework to compliment our technology focused
Updates: JAMF 3Q23 - Apple Leader With Catalysts Coming
Summary
* JAMF is a company that has been sensitive to the declining
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
Convequity Research Review for CY23
Themes: OT Security Series (Pt.3) - Tenable
Summary
* Part 3 of the OT Security Series doubles up as an