Convequity
Updates - Palo Alto Networks 2Q22
(Free) Convequity's 20 Min Podcast EP06: SentinelOne
Click the following link to listen.
https://convequity.larksuite.com/file/boxusQXcANwvSgW2sbWrSGG5NHh
Some Thoughts On Blockchain
Palantir Presentation
(Free) Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha
Read report for free on Seeking Alpha.
Part 2: Adobe - A Great Business At A Fair Price
Part 1: Adobe - A Great Business At A Fair Price
(Free) Convequity's 20 Min Podcast EP05: JAMF
Click the following link to listen.
https://convequity.larksuite.com/file/boxusfSApMidxipYLgscLOUBSfG
MNDY: Strong Rivalry But Greenfield TAM With Attractive Valuation
(Free) Twitter Spaces: AI/ML & Data Discussion - SNOW, PLTR, Databricks
Click the link below to listen to the discussion with Francis [@InvestiAnalyst]
(Free) Palantir: An Emerging Supercloud With Attractive Valuation
Read the report for free on Seeking Alpha.