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Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity.

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Pre-IPO - Orca Security, CNAPP + Shift-Right Winner

Pre-IPO - Orca Security, CNAPP + Shift-Right Winner

(Free) Cycles Of Innovation

(Free) Cycles Of Innovation

SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry

SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry

Nov
14

Updates - Palo Alto Networks - Prisma Cloud Analysis

21 min read