Dear Subscribers,

We are truly grateful to you for following our research and becoming subscribers. We have noticed that some of you may not like to receive emails for posts that are behind the paywall, and mixing the premium and free posts may introduce some confusion.

As a result, we are now making convequity.substack.com entirely free, and moving premium posts to our newly launched website convequity.com.

For existing paid subscribers, we will be moving the subscription and premium contents to convequity.com. You can sign in directly with the email address you’ve subscribed to the substack. With the same stripe payment backend, you don't need to take any additional steps for switching the platform. We thank you for your continued support and we've decided to apply an additional 10% discount to you.

For free subscribers, we are offering you a one-time discount code matching the existing pricing on substack: https://www.convequity.com/loyal-substack-followers

Going forward, for Substack we will be providing free podcast summaries of the latest content, and past featured articles focusing on fundamental analysis, and publishing a monthly newsletter. If you have any research suggestions, feel free to email us at admin@m.convequity.com.

Below is a list of our featured free articles:

Palo Alto Networks (PANW) Updates Jun 2021
SentinelOne (S) Full Report Part 1 and Part 2
SentinelOne (S) Updates Apr 2022 Part 1
VMware (VMW) Updates Dec 2021
Gitlab (GTLB) Full Report Part 1
Qualcomm (QCOM) Full Report Part 1
Okta (OKTA) Full Report Part 1 and Part 2
Broadcom + VMware (AVGO) Full Report Part 1 and Part 2
Jamf (JAMF) Full Report Part 1
Splunk (SPLK) Notes May 2022
Fortinet (FTNT) Updates May 2022

We thank you again for your support and interest in Convequity's research.

Yours Faithfully,

Convequity Team

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