Why Mega Software M&A Often Fail (Pt.1)
Summary
* Software M&A is driven by the need for rapid
Convequity
Updates: Monday - Tons Of Alpha, 3Q24 Review & Platform Deep Dive
Summary
* Monday continues to deliver solid performance at both the top and
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.2)
Summary
* PANW's strategic acquisitions and innovative product launches, especially in
Updates: Palo Alto Networks 1Q25 - Reacceleration Continues (Pt.1)
Summary
* Palo Alto Networks (PANW) faced volatility in 2024 but showcased resilience
Note: NVIDIA AI Grid & Telco Edge Compute Opportunity
Summary
* NVDA's ambitious AI grid project in Japan, backed by
Updates: Confluent - Investors Are Betting On Agentic AI Too Early
Summary
* Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Notes: Fortinet - Striving For SASE Success
Summary
* Fortinet impressed investors with its 3Q24 performance and updated FY24 guidance,
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.2)
Summary
* In Part 2 of the SysMoore series we compare the different
Themes: Zero-Days & The Cybersecurity Industry (Pt.2)
Summary
* In Part 1 we discussed the pervasive threat of zero-day vulnerabilities,
Themes - SysMoore & Hardware Renaissance In The Next Decade (Pt.1)
Microsoft: Building The Cloud, Securing The Future - How Microsoft Leveraged Azure To Lead In Cybersecurity (Pt.2)
Summary
* In Part 1 we discussed how Microsoft transitioned to the cloud