cloud security
Special Episode - CRWD - Tactical Opportunities
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid,
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team
Cloud Security Series #4: Pre-IPO, Wiz
Summary
* This Wiz report continues the series of cloud security analysis whereby
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a
Cloud Security Series #3: Palo Alto Networks - Prisma Cloud
Summary
* Prisma Cloud will be critical for PANW strengthening its foothold in
Cloud Security Series #1: Pre-IPO, Orca Security
Intro to Cloud Security Private Names
In this Pre-IPO section, we are