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