Initial Thoughts: Thoma Bravo Advantage SPAC >>> ironSource

22 min read 17 Sep 2021

CRWD

1 min read 14 Sep 2021

Ongoing Dispute With CRWD

S

6 min read 12 Sep 2021

Follow-Ups: SentinelOne Update - What's Next?

CRWD

31 min read 08 Sep 2021

(Free) Why We Believe SentinelOne Is Better Than CrowdStrike

Read the report for free on Seeking Alpha.

JAMF

17 min read 02 Sep 2021

August Newsletter: TWLO, TIXT, JAMF, & PANW

31 min read 28 Aug 2021

Semis & AI Series, Pt 1. Intel: History Repeat Or Contrarian Value Play?

BCH

19 min read 14 Aug 2021

Crypto Series, Pt 1. BTC & BCH