Sitemap - 2021 - Convequity
Pre-IPO - Netskope - Better Quality Than ZS
Perspectives - IS - Diamond in the rough
Updates - FSLY - A Top-Down Analysis
Pre-IPO - Illumio - ZTNA Alternative
Updates - JAMF - Continue to be misunderstood (Dec 2021)
Full Report - JAMF - Great Alpha From Market Misunderstanding (3/3)
Full Report - JAMF - Great Alpha From Market Misunderstanding (2/3)
Full Report - JAMF - Great Alpha From Market Misunderstanding (1/3)
Public Free PLTR Thesis - Series 3
November Newsletter: Thesis Revisit For FTNT, PANW, DBX, & OKTA
Perspectives - ASAN - the new Coordination Layer
Full Report - OKTA - Defining An Industry (3/3)
Full Report - OKTA - Defining An Industry (2/3)
Full Report - OKTA - Defining An Industry (1/3)
Full Report - QCOM - Connectivity is the Future (2/2)
Full Report - QCOM - Connectivity is the Future (1/2)
Special Situation - VMW - When Will Investors See the Discount?
Perspectives - AMZN - AWS Undervalued
Special Situation - SPX, NQ, XIN9 - Not a Lehman Moment but a likely repeat of 4Q 2018.
Perspectives - S - The Next NGAV (1/3)
Perspectives - PANW - Gross Mispricing