(Free) Fortinet: The Cloudflare Of Hybrid Networking & Security
Read the report for free on Seeking Alpha.
(Free) Intel: 1Q22 - Short-Term Uncertainty, Long-Term Clarity
Read the report for free on Seeking Alpha.
Tech Stack Investing - A New Research Project
(Free) Qualcomm: Stable Core Handsets Business With Great Upside Potential In Adjacencies
Read the report for free on Seeking Alpha.
(Free) Meta Platforms: An Investment Opportunity Of A Lifetime
Read the report for free on Seeking Alpha.
Splunk: The Challenges Of Cloud Transitions
Follow-Ups: BTC & ETH - Thiel's Take
SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry
Updates - Palo Alto Networks 2Q22
(Free) Convequity's 20 Min Podcast EP06: SentinelOne
Click the following link to listen.
https://convequity.larksuite.com/file/boxusQXcANwvSgW2sbWrSGG5NHh