ATI May Newsletter
Initial Thoughts: Okta
Jamf Holding Corp: Apple Threat Misunderstanding
Palantir: Highly Favourable Reward-To-Risk
ATI April Newsletter
Initial Thoughts: Asana
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