Equity Research - Convequity (Page 20)

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Updates - Jamf 3Q22

Summary * Apple's rise in the enterprise will continue to be the major tailwind for Apple-focused Jamf. * Innovations like Apple's Declarative Management should give Apple-focused MDM vendors another upperhand over multi-OS vendors. * Jamf is showing strength amid challenging times thanks to a shift in strategic focus to security. * The recent ZecOps acquisition gives Jamf a unique set of XDR security capabilities for mobile protection. * Jamf continues to innovate in-house. In particular,

14 min read 21 Nov 2022

7 min read 16 Nov 2022

Updates - Palantir 3Q22

Summary * In 3Q22, there's a continued slowdown in revenue recognition but an upturn in RPO, deal value, & # of large deals made - positive signs for future revenue. * Ontology, ontology, ontology – this is Palantir’s fundamental differentiator versus the competition. We recap on its significance. * The current valuation indicates

13 min read 10 Nov 2022

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

15 min read 24 Oct 2022

GitLab - Huge Potential Value Generator - Part 2

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

12 min read 08 Oct 2022

GitLab - Huge Potential Value Generator - Part 1