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VMW

VMware - When Will Investors See the Discount?

11 min read 10 Dec 2021
JAMF
9 min read 07 Dec 2021

Follow-Ups #2: Jamf Holding – Great Alpha From Market Misunderstanding

DBX
12 min read 02 Dec 2021

November Newsletter: Thesis Revisit For FTNT, PANW, DBX, & OKTA

QCOM
22 min read 01 Dec 2021

Qualcomm: Connectivity Is The Future

FSLY
17 min read 28 Nov 2021

Follow-Ups: Fastly - A Top-Down Review Of The Thesis

(Free) Are Software Stocks In A Bubble Or A New Paradigm?
ASAN
30 min read 22 Nov 2021

(Free) Are Software Stocks In A Bubble Or A New Paradigm?

Read the report for free on Seeking Alpha.
PLTR
16 min read 19 Nov 2021

Palantir Follow-Up: Getting To The Core Of The Competitive Edge

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