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Updates - Cloudflare 3Q22

Summary * Despite an overall positive 3Q22, the deceleration in QoQ growth has concerned investors who thought Cloudflare was shielded from a possible recession. * The dual focus of cybersecurity and the enterprise segment has to a large degree helped Cloudflare maintain high growth amid economic challenges. * In the near-term, the cybersecurity + enterprise formula will likely continue to be the main catalyst for Cloudflare’s growth. * When economic conditions improve, Cloudflare’s Workers
13 min read 10 Nov 2022
GTLB
15 min read 24 Oct 2022

GitLab - Huge Potential Value Generator - Part 2

AVGO
16 min read 18 Oct 2022

AVGO + VMW - Value In The Rough - Part 4

AVGO Future & Competition As we've outlined earlier, AVGO has a successful track record of finding valuable acquisition targets and growing shareholder value. This is supercharged by a favourable capital structure akin to BRK or PEs with permanent capital. To conduct the valuation analysis we need to have
GTLB
12 min read 08 Oct 2022

GitLab - Huge Potential Value Generator - Part 1

AVGO
7 min read 04 Oct 2022

AVGO + VMW - Value In The Rough - Part 3

PLTR
8 min read 01 Oct 2022

Updates - Palantir 2Q22

AVGO
16 min read 27 Sep 2022

AVGO + VMW - Value In The Rough - Part 2

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