CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1)
Summary
* SPLK, an old guard in the SIEM market, commands significant market
cybersecurity
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
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Updates: PANW 3Q23
Investor Guide To SASE (Pt.3)
Investor Guide To SASE (Pt.2)
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Summary
* Quarterly reviews and valuation overview.
* Key tailwinds summary for key cybersecurity
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up