Updates: FTNT 2Q23 - More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Fortinet
Themes: OT Security Series (Pt.2) - Armis, Dragos, Claroty
Themes: OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Investor Guide To SASE (Pt.3)
SVB & It's Implications
Summary
* As a quick follow-on from the previous SVB content, Simon provides
SVB Collapse - How Does It Affect The Cybersecurity Peak Fragmentation Thesis?
Summary
* A brief account of what has happened with the winding up