Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Rule of 40 Ranking with Investment Notes
Themes: Open-Core And Long-Term Alpha (Pt.3)
Summary
* As the open-core business model is proving successful, we are seeing
Themes: Modern Data Stack
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Themes: The State Of Generative AI July 2023 (Pt.2)
Themes: Open-Core And Long-Term Alpha (Pt.2)
Summary
* Open-core data companies are thriving due to the unique demand landscape
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Themes: The State Of Generative AI - July 2023 (Pt.1)
Summary
* The AI hype cycle, initiated by OpenAI's groundbreaking release
Investor Guide To SASE (Final Pt.6)
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Investor Guide To SASE (Pt.5)
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop