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* The debate between focused startups and compounded startups in the enterprise
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* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
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* SPLK, an old guard in the SIEM market, commands significant market
Themes: OT Security Series (Pt.1) - Securing The Physical World
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* The OT security market is getting hotter and promises to develop