DevOps Investor Guide To DevOps Landscape (Pt.1) Summary * In this Investor Guide we review GitLab and 10 of its
Arm Holdings Arm IPO - Tough Situations, Priced To Perfection (Pt.1) Summary * Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the
analysis Revenue Per Employee Vs Head Count Growth Analysis Summary * Comparing revenue per employee and head count growth is useful for
GTLB GTLB Update 2Q24: Strong Product Fundamentals & Market Opportunity But Priced In Summary * GTLB's slower growth decay compared to others is attributed to the
SentinelOne S Update 2Q24: Rebound & M&A Thesis Summary * With the prior accounting issue resolved, a stabilizing IT budget environment,
open-core Open-Core And Long-Term Alpha (Pt.4) Summary * This is the fourth and final part of the Open-Core series
CRWD CRWD Update: Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day Summary * It's clear that CRWD's core EDR business is slowing down more
MNDY MNDY Update: Finding Great Operating Leverage Summary * MNDY continues to delight investors by delivering excellent operating leverage while
PLTR PLTR Update: The LLM Enabler For Enterprises Summary * There are a number of indicators that collectively suggest PLTR could
FTNT FTNT Update: More Attractive With Private SASE And SD-WAN Story Summary * FTNT appears more attractively valued after a substantial expectation reset following