Equity Research
Follow-Ups: BTC & ETH - Thiel's Take
SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry
Updates - Palo Alto Networks 2Q22
(Free) Convequity's 20 Min Podcast EP06: SentinelOne
Click the following link to listen.
https://convequity.larksuite.com/file/boxusQXcANwvSgW2sbWrSGG5NHh
Some Thoughts On Blockchain
Palantir Presentation
(Free) Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha
Read report for free on Seeking Alpha.
Part 2: Adobe - A Great Business At A Fair Price
Part 1: Adobe - A Great Business At A Fair Price
(Free) Convequity's 20 Min Podcast EP05: JAMF
Click the following link to listen.
https://convequity.larksuite.com/file/boxusfSApMidxipYLgscLOUBSfG