Updates: FTNT 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don&
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)
Summary
* In Part 2 we discuss the implications for arbitrageurs and CSCO
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.1)
Summary
* In this Investor Guide we provide gross margin and opex/capex
Arm IPO - Tough Situations, Priced To Perfection (Pt.3)
Summary
* Arm's PPAC improvements over the past decade have been
Investor Guide To DevOps Landscape (Pt.2)
Summary
* In this Investor Guide we review GitLab and 10 of its
Arm IPO - Tough Situations, Priced To Perfection (Pt.2)
Investor Guide To DevOps Landscape (Pt.1)
Summary
* In this Investor Guide we review GitLab and 10 of its
Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Summary
* Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn&
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
Updates: GTLB 2Q24 - Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,