Notes: MITRE ATT&CK Round 6 Results - SentinelOne Still Leads, Palo Alto Still Underappreciated, Microsoft Okay, & Consolidation Continues
Summary
* The MITRE ATT&CK Round 6 results highlight the performance
SentinelOne
Investor Guide: Forecasting Terminal FCF Margin Of B2B Software Companies (Pt.2)
Summary
* Following on from Part 1, we are going to run Confluent,
Updates: S 2Q24 - Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
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
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
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