Updates: PANW 2Q24 - The New Platformization Play And Its Impact On Competitors
Summary
* Following the 2Q24 call, PANW gapped down ~26%. Unlike other gap
CRWD
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
Rule of 40 Ranking with Investment Notes
Updates: SentinelOne 1Q24 Execution Issues & Fundamentals Review
Summary
* S posted an unexpected poor 1Q24 result, with growth decelerated further
Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Summary
* In Part 1 we discussed XDR. In Part 2 we discussed
Part 2: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Special Episode - CRWD - Tactical Opportunities
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid,
Ongoing Dispute With CRWD
(Free) Why We Believe SentinelOne Is Better Than CrowdStrike
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