Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online
Convequity
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team
Cloud Security Series #4: Pre-IPO, Wiz
Summary
* This Wiz report continues the series of cloud security analysis whereby
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a
Updates - Jamf 3Q22
Summary
* Apple's rise in the enterprise will continue to be
Updates - Palantir 3Q22
Summary
* In 3Q22, there's a continued slowdown in revenue recognition
Cloud Security Series #3: Palo Alto Networks - Prisma Cloud
Summary
* Prisma Cloud will be critical for PANW strengthening its foothold in
Updates - Cloudflare 3Q22
Summary
* Despite an overall positive 3Q22, the deceleration in QoQ growth has
GitLab - Huge Potential Value Generator - Part 2
AVGO + VMW - Value In The Rough - Part 4
AVGO Future & Competition
As we've outlined earlier, AVGO has