July Newsletter

9 min read 02 Aug 2021

FB

5 min read 29 Jul 2021

Quick Takes: Facebook

S

23 min read 28 Jul 2021

Initial Thoughts: SentinelOne

DBX

32 min read 16 Jul 2021

Dropbox: Value Play With Turnaround Upside Potential

27 min read 04 Jul 2021

ATI June Newsletter

OKTA

36 min read 29 Jun 2021

Okta: Defining An Industry

FEYE

6 min read 21 Jun 2021

Initial Thoughts: FEYE - Misunderstood Mandiant