(Free) Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha
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Part 2: Adobe - A Great Business At A Fair Price
Part 1: Adobe - A Great Business At A Fair Price
(Free) Convequity's 20 Min Podcast EP05: JAMF
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https://convequity.larksuite.com/file/boxusfSApMidxipYLgscLOUBSfG
MNDY: Strong Rivalry But Greenfield TAM With Attractive Valuation
(Free) Twitter Spaces: AI/ML & Data Discussion - SNOW, PLTR, Databricks
Click the link below to listen to the discussion with Francis [@InvestiAnalyst]
(Free) Palantir: An Emerging Supercloud With Attractive Valuation
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Part 3: META - What’s Behind The Metaverse?
(Free) Convequity's 20 Min Podcast EP04: OKTA
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https://convequity.larksuite.com/file/boxus0RdJPK3g69v1sZUK4YaUSd
Updates - OKTA 4Q22
(Free) Okta: Defining An Industry
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