Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity.
Featured articles
Snowflake: Apple Of MDS (Part 3) & 1Q24 Update
PANW Update: 3Q23 ER
Investor Guide To SASE (Pt.3)
Open-Core And Long-Term Alpha (Pt.1)
Investor Guide To SASE (Pt. 1)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
Cloud Security Series Round-Up Report
Cloud Security Series #1: Pre-IPO, Orca Security
(Free) Cycles Of Innovation
SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry