Convequity
The Status Of The Market From The VC Perspective
Part 1 Of Mini Security Series: Cloud Security
(Free) Cloudflare: Sustained Growth & Fair Valuation
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(Free) Fortinet: The Cloudflare Of Hybrid Networking & Security
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(Free) Intel: 1Q22 - Short-Term Uncertainty, Long-Term Clarity
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Tech Stack Investing - A New Research Project
(Free) Qualcomm: Stable Core Handsets Business With Great Upside Potential In Adjacencies
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(Free) Meta Platforms: An Investment Opportunity Of A Lifetime
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Splunk: The Challenges Of Cloud Transitions
Follow-Ups: BTC & ETH - Thiel's Take
