Notes - Tenable 4Q24
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Note: Supermicro - Improving Fundamentals But Worsening Delisting Risks
Summary
* Supermicro (SMCI) faces severe accounting issues, potential SEC lawsuits, and delisting
Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition
Summary
* Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
Updates: Wiz - The PANW Prisma Cloud Rivalry; Head-To-Head Comparison
Summary
* Wiz's more unified platform gives it a notable advantage
Notes: Wiz - The Cloud Security Decacorn Challenging Palo Alto Networks
Summary
* Wiz has achieved phenomenal success competing against the giant Palo Alto