Convequity MSU: NVIDIA - Dec 2023
Summary
* We kick-off the application of the Convequity MSU framework on NVDA.
Convequity MSU Framework For Enhanced Risk-Reward Analysis
Summary
* We are introducing a new framework to compliment our technology focused
Updates: JAMF 3Q23 - Apple Leader With Catalysts Coming
Summary
* JAMF is a company that has been sensitive to the declining
CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3)
Summary
* In Part 3 and the final part, we navigate the competitive
Convequity Research Review for CY23
Themes: OT Security Series (Pt.3) - Tenable
Summary
* Part 3 of the OT Security Series doubles up as an
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