Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
analysis
Notes: CrowdStrike - A Dive Into The Impact
Summary
* CrowdStrike's software update caused a widespread system crash, impacting
Valuation Analysis: Rule of X vs. Multiples
Summary
* Reports on Confluent, Rubrik's IPO, and Match Group are
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.1)
Summary
* In this Investor Guide we provide gross margin and opex/capex
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for