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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
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Investor SASE Guide - Executive Summary
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Join us on Notes
A new place for us to share ideas
May 8
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2
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Join us on Notes
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April 2023
Preview: Part 2 – Okta Deep Dive Refresh
Okta and Saviynt are destined to dominate IGA, a market becoming increasingly integral for hybrid and distributed enterprises.
Apr 16
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Preview: Part 2 – Okta Deep Dive Refresh
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ChatGPT SASE Catalyst for Netskope
How ChatGPT will be a strong catalyst for Netskope outperforming the current SASE leader, Zscaler.
Apr 7
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ChatGPT SASE Catalyst for Netskope
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Part 1: Okta Deep Dive Refresh
Despite the rivalry with Microsoft and other AM players, Okta continues to be the best choice for enterprises leading a cloud-first, multicloud, and…
Apr 5
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Part 1: Okta Deep Dive Refresh
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March 2023
Q1 CY23 Overview of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Quarterly review, valuation overview, and key tailwinds summary for key cybersecurity players
Mar 24
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Q1 CY23 Overview of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
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Monday.Com: 4Q22 Update & Deep Dive Revisit
The smart money is already backing MNDY. While MNDY is the better long-term investment, for greater alpha in the medium term, investors should consider…
Mar 21
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Monday.Com: 4Q22 Update & Deep Dive Revisit
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February 2023
Convequity's Cybersecurity Research
We discuss the hot markets we'll be publishing research on during the next few months
Feb 28
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Convequity's Cybersecurity Research
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Cloud Security Series
Round-Up Report
Feb 22
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Cloud Security Series
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January 2023
EP14 - SentinelOne 3Q23
Listen now (16 min) | https://www.convequity.com/updates-sentinelone-3q23/ Institutional Service Request Form Convequity Official Website Transcript
Jan 23
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EP14 - SentinelOne 3Q23
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EP13 - OKTA 3Q23
Listen now (16 min) | https://www.convequity.com/updates-2/ Institutional Service Request Form Convequity Official Website
Jan 18
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6
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EP13 - OKTA 3Q23
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December 2022
EP12 - Pre-IPO Wiz Security
Listen now (10 min) | https://www.convequity.com/pre-ipo-wiz/ Institutional Service Request Form Convequity Official Website
Dec 22, 2022
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EP12 - Pre-IPO Wiz Security
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