Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
PANW
Rule of 40 Ranking with Investment Notes
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.2)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
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
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has
Cybersecurity Review 2023
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