Follow-Ups: Fortinet – Multiple Secular Tailwinds & Significant Relative Mispricing
Executive Summary
FTNT is benefitting from multiple secular tailwinds – general heightened cybercrime
Convequity
VMware - When Will Investors See the Discount?
Follow-Ups #2: Jamf Holding – Great Alpha From Market Misunderstanding
November Newsletter: Thesis Revisit For FTNT, PANW, DBX, & OKTA
Qualcomm: Connectivity Is The Future
Follow-Ups: Fastly - A Top-Down Review Of The Thesis
(Free) Are Software Stocks In A Bubble Or A New Paradigm?
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Palantir Follow-Up: Getting To The Core Of The Competitive Edge
(Free) Alibaba - A Safe Growth Play
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(Free) MCFE Update - Sold At A Cheap Price
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