Investor Guide To DevOps Landscape (Pt.1)
Summary
* In this Investor Guide we review GitLab and 10 of its
Convequity
Arm IPO - Tough Situations, Priced To Perfection (Pt.1)
Summary
* Under Softbank control, Arm's fundamentals deteriorated dramatically, it didn't catch the
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
GTLB Update 2Q24: Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed to the
S Update 2Q24: Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
Open-Core And Long-Term Alpha (Pt.4)
Summary
* This is the fourth and final part of the Open-Core series
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 Update: Finding Great Operating Leverage
Summary
* MNDY continues to delight investors by delivering excellent operating leverage while
PANW Update (Audio): 4Q23
Summary
* Not a great quarter, but not a bad one neither. PANW
PLTR Update: The LLM Enabler For Enterprises
Summary
* There are a number of indicators that collectively suggest PLTR could
FTNT Update: More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
