Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed
Convequity
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
Themes: Open-Core and Long-Term Alpha (Pt.4)
Summary
* This is the fourth and final part of the Open-Core series
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
Updates: MNDY 2Q23 - Finding Great Operating Leverage
Summary
* MNDY continues to delight investors by delivering excellent operating leverage while
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Updates: PLTR 2Q23 - The LLM Enabler For Enterprises (Pt.1)
Summary
* There are a number of indicators that collectively suggest PLTR could
Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Rule of 40 Ranking with Investment Notes
Themes: Open-Core And Long-Term Alpha (Pt.3)
Summary
* As the open-core business model is proving successful, we are seeing
Themes: Modern Data Stack
This is a free post that has also been shared on Substack.
