Sitemap - 2022 - Convequity
EP11 - Palo Alto Networks 1Q23 Updates
EP08 - Palo Alto Networks Prisma Cloud Analysis
EP07 - Cloudflare 3Q22 Updates
Making Substack Completely Free & Transferring Premium Content to New Website
GitLab - Huge Potential Value Generator - Part 2
AVGO + VMW - Value In The Rough - Part 4
GitLab - Huge Potential Value Generator - Part 1
AVGO + VMW - Value In The Rough - Part 3
Updates - PLTR - Value Against Headwinds
AVGO + VMW - Value In The Rough - Part 2
Updates - S - Strong Performance
Updates - OKTA - 2Q23 ER Review & Thesis Update
TSI #2.6: WFE Financials And Valuation Analysis
Pre-IPO - Orca Security - CNAPP + Shift-Right Winner
Updates - PANW - Continued NGS Execution & Positive Financial Trends
Updates - INTC - Readjusting Expectations
Landscape, Notable Players, and Trends in Cloud, SaaS- Part 1
Updates - FTNT - Early Signs Of Macro Headwinds But Long-Term Sound
AVGO + VMW - Value In The Rough - Part 1
Takeaways - SBF on Recent Crypto Crash & Rescue
Mini Security Series: The Importance Of The NGFW Part 3
Updates - PANW - 3Q22 ER review with Thesis Overview
TSI #1: Semiconductor Terminology
Mini Security Series: Entry Barriers Part 2
Notes & Framework For A PLTR Presentation
EP06 - S - Convequity's 20 Min Podcast
Mini Security Series: Cloud Security Part 1
Compound Startup vs. Focus Startup - A new way to assess the long term winners?
The status of the market from the VC perspective
Notes - Some Thoughts on Blockchain
Tech Stack Investing - A New Research Project
Notes - SPLK - The Challenges Of Cloud Transitions
Updates - S - Data Engineering Brings In Paradigm Shift To The Security Industry (3/3)
Updates - BTC & ETH - Thiel's Take (2/2)
Updates - BTC & ETH - Thiel's Take (1/2)
Updates - S - Data Engineering Brings In Paradigm Shift To The Security Industry (2/3)
Updates - S - Data Engineering Brings In Paradigm Shift To The Security Industry (1/3)
Updates - PANW - Continued Execution
Convequity's PLTR Presentation
ADBE - A Great Business At A Fair Price (2/2)
EP05 - JAMF - Convequity's 20 Min Podcast
MNDY - Strong Rivalry But Greenfield TAM With Attractive Valuation
AI/ML & Data Discussion - SNOW, PLTR, Databricks
MVRS – What’s Behind The Metaverse? (3/3)
EP04 - OKTA - Convequity's 20 Min Podcast
Cybersecurity - FTNT, S, ZS, CRWD, & PANW
Updates - PANW & OKTA - How They Interoperate
Updates - Fortinet – Multiple Secular Tailwinds & Significant Relative Mispricing (2/2)
Public Free PLTR Thesis - Series 4
Updates - Fortinet – Multiple Secular Tailwinds & Significant Relative Mispricing
EP03 - FB/MVRS - Convequity's 20 Min Podcast
Updates - INTC - Improving Fundamentals
MVRS – What’s Behind The Metaverse? (2/3)
INTC - History Repeat Or Contrarian Value Play?
EP02 - PLTR - Convequity's 20 Min Podcast
EP01 - FTNT & PANW - Convequity's 20 Min Podcast
The Investor Guide To Zero Trust (2/2)
MVRS – What’s Behind The Metaverse? (1/3)