Convequity
(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
SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry
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
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