Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.3)
Summary
* The report introduces the Terminal Opex & Capex Framework for estimating
Themes: SD-WAN & SASE Industry Review 2024 (Pt.2)
Summary
* As we discussed in Part 1, the landscape will evolve to
Notes - Lam Research 2Q24
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the
Themes: SD-WAN & SASE Industry Review 2024 (Pt.1)
Summary
* SASE is not a universal solution for all networking and security
Updates: MBLY - Will The Downturn Be Short-Lived?
Summary
* Mobileye stands as a pivotal player in the Advanced Driver Assistance
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various
Arm IPO - Tough Situations, Priced To Perfection (Pt.4)
Summary
* Chiplet technology presents an exciting opportunity for ARM, potentially paving the
Convequity MSU: Unity - Dec 2023
Summary
* Unity is a game engine used by game developers for creating
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent,
Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.