Convequity

SASE

Investor Guide To SASE (Final Pt.6)

cybersecurity

Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)

SASE

Investor Guide To SASE (Pt.5)

OT security

Themes: OT Security Series (Pt.1) - Securing The Physical World

Summary * The OT security market is getting hotter and promises to develop

GTLB

Updates: GTLB 1Q24 Review

SentinelOne

Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review

Summary * S posted an unexpected poor 1Q24 result, with growth decelerated further

SASE

Investor Guide To SASE (Pt.4)

OKTA

Okta Deep Dive Refresh (Pt.3) & 1Q24 Update

Click the link to access the Google sheet supporting this report'

SNOW

Snowflake: Apple Of MDS (Part 3) & 1Q24 Update

Palo Alto Networks

Updates: PANW 3Q23

NET

Investor Guide To SASE (Pt.3)

open-source

Themes: Open-Core And Long-Term Alpha (Pt.1)

Summary * In this first part of the report, we'll explore