OKTA

Initial Thoughts: Okta

14 min read 24 May 2021

JAMF

35 min read 21 May 2021

Jamf Holding Corp: Apple Threat Misunderstanding

PLTR

19 min read 09 May 2021

Palantir: Highly Favourable Reward-To-Risk

FSLY

30 min read 29 Apr 2021

ATI April Newsletter

ASAN

7 min read 20 Apr 2021

Initial Thoughts: Asana

PANW

1 min read 18 Apr 2021

Special Situation: Palo Alto Networks Spinout Opportunity

PANW

30 min read 17 Apr 2021

Palo Alto Networks: Significant Mispricing