Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape
Convequity
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Themes: The State Of Generative AI - July 2023 (Pt.1)
Summary
* The AI hype cycle, initiated by OpenAI's groundbreaking release
Investor Guide To SASE (Final Pt.6)
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Investor Guide To SASE (Pt.5)
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Updates: GTLB 1Q24 Review
Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review
Summary
* S posted an unexpected poor 1Q24 result, with growth decelerated further
Investor Guide To SASE (Pt.4)
Okta Deep Dive Refresh (Pt.3) & 1Q24 Update
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