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Palo Alto Networks: SASE, SASO, And Beyond
We discuss why PANW is not well positioned within an evolution of SASE to SASO
Apr 10
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Palo Alto Networks: SASE, SASO, And Beyond
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March 2024
Fortinet - A Vision Beyond SASE
We provide reference framework for thinking about Fortinet's future in converged networking and security
Mar 14
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Fortinet - A Vision Beyond SASE
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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
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Investor Guide - Terminal FCF Margin (Pt.1)
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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
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Palantir - the LLM Enabler for Enterprise
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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
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Modern Data Stack
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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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Investor SASE Guide - Executive Summary
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Join us on Notes
A new place for us to share ideas
May 8, 2023
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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, 2023
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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, 2023
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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, 2023
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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, 2023
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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, 2023
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Monday.Com: 4Q22 Update & Deep Dive Revisit
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