Special Situation: Palo Alto Networks Spinout Opportunity
Palo Alto Networks: Significant Mispricing
Founders Comparison: CHKP's Shwed Vs PANW's Zuk. What It Means For Zscaler
Spreadsheet Work Supporting The 'S&P 500 Is Undervalued, Tech Is In A New Paradigm' Article
S_P_500_Stock_Analysis_v2.xlsx
Software_Stock_Analysis_v2.xlsx
Investment Theses Synopsis
(Free) A Deep-Dive Into The Investment Potential Of Fastly
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(Free) Cloudflare: Buy Any Future Dip Due To Profound Competitive Advantages
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(Free) Sumo Logic Slowly Being Recognized
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(Free) Palantir: Parallels With Microsoft. Potential Network Effects Underappreciated
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(Free) Fortinet: An Alternative Play On The SASE Narrative - ASIC Powers Multiple Catalysts, $200 Target Price
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Executive Summary
ASIC advancements,
(Free) Near-Term Business Momentum Looks Good For Check Point
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