FSLY

Follow-Ups: Fastly - A Top-Down Review Of The Thesis

ASAN

(Free) Are Software Stocks In A Bubble Or A New Paradigm?

Read the report for free on Seeking Alpha.

PLTR

Palantir Follow-Up: Getting To The Core Of The Competitive Edge

BABA

(Free) Alibaba - A Safe Growth Play

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MCFE

(Free) MCFE Update - Sold At A Cheap Price

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MCFE

Follow-Ups: MCFE Shareholders Deserve A Better Deal

AMZN

Initial Thoughts - AMZN - AWS Undervalued

October Newsletter

Pre-IPO: Illumio

JAMF

Follow-Ups: Jamf Holdings

ETH-USD

Crypto Series, Pt. 2: ETH

SPY

Evergrande: Not A Lehman Moment But A Likely Repeat Of 4Q 2018