Archive - Convequity

Convequity's Bi-Annual Review (Pt.1)

We discuss where the alpha lies in the theses for Fortinet, SentinelOne, and Palo Alto Networks

Jul 5 •

Instacart vs. DoorDash: Depth or Scale — Who Wins the Race for Local Commerce?

And which is the Better Investment Today?

Jul 5 •

April 2025

The Only Way Not to Be Replaced by AI is to Invest in AI

Why democratizing AI creation might not democratize wealth — and what we can do about it

Apr 10 •

February 2025

Carvana (CVNA) - Deep Dive & Addressing Hindenburg's Short Claims

We initiate coverage on CVNA with an in-depth analysis of its long-term potential and a response to Hindenburg Research’s recent short report.

Feb 6 •

August 2024

Snowflake Added to the NDI-FutureTech Portfolio

Discussing the addition of Snowflake into the NDI-FutureTech portfolio, available on eToro.

Aug 11, 2024 •

July 2024

CrowdStrike - A Dive Into The Impact

A look into how the recent Windows crash may affect CrowdStrike's business

Jul 24, 2024 •

April 2024

Palo Alto Networks: SASE, SASO, And Beyond

We discuss why PANW is not well positioned within an evolution of SASE to SASO

Apr 10, 2024 •

March 2024

Fortinet - A Vision Beyond SASE

We provide reference framework for thinking about Fortinet's future in converged networking and security

Mar 14, 2024 •

October 2023

Investor Guide - Terminal FCF Margin (Pt.1)

An extended preview of Part 1, where we dive deep into the factors impacting terminal gross margin estimates for high-growth software companies.

Oct 31, 2023 •

August 2023

Palantir - the LLM Enabler for Enterprise

Is Palantir's association with GenAI and LLMs hype or real? Here we dig into the company's key advantages during the current AI euphoria.

Aug 19, 2023 •

July 2023

Modern Data Stack

We discuss the journey toward the Modern Data Stack, what it consists of, key players to watch, and its emerging trends.

Jul 27, 2023 •

May 2023

Investor SASE Guide - Executive Summary

Over the next few weeks, we will be releasing a 20k word Investor SASE Guide divided into six parts.

May 14, 2023 •

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