List of Convequity's Research Content (Paid & Free)
If you wish to purchase any individual report, copy the title and then visit the A' la carte section of the Subscribe page. From there, click 'choose' and then paste the title of the report in the form.
Pre-IPO: Lacework (October 2022) - $50
The Evolution of DevOps (October 2022) - Free to read at Contrary Research
Part 2: GitLab - Huge Potential Value Generator (October 2022) - $50
Wiz memo for Contrary Research (research division of Contrary Capital) (October 2022) - Free to read at Contrary Research
Part 4: AVGO + VMW - Value In The Rough (October 2022) - $50
Part 1: GitLab - Huge Potential Value Generator (October 2022) - $50
Illumio memo for Contrary Research (research division of Contrary Capital) (October 2022) - Free to read at Contrary Research
Part 3: AVGO + VMW - Value In The Rough (October 2022) - $50
Follow-Ups: Palantir Update (October 2022) - $50
Part 2: AVGO + VMW - Value In The Rough (September 2022) - $50
Follow-Ups: SentinelOne (September 2022) - $50
Follow-Ups: Okta 2Q23 ER Review & Thesis Update (September 2022) - $50
TSI #2.6: WFE Financials And Valuation Analysis (September 2022) - Free
Pre-IPO: Orca Security, CNAPP + Shift-Right Winner (September 2022) - $50
Follow-Ups #3: Palo Alto Networks (August 2022) - $50
Follow-Ups: Intel - Readjusting Expectations (August 2022) - $50
Part 1: Cloud, SaaS, & DevOps (August 2022) - $50
Follow-Ups #2: Fortinet, Early Signs Of Macro Headwinds But Long-Term Sound (August 2022) - $50
Part 1: AVGO + VMW - Value In The Rough (August 2022) - $50
Part 2, TSI #2.5: ASML (July 2022) - $50
Part 1, TSI #2.5: ASML (July 2022) - $50
Takeaways - SBF On Recent Crypto Crash & Rescue (July 2022) - $50
TSI #2.4: Lasertec (July 2022) - $50
TSI #2.3: KLA Tencor (July 2022) - $50
Major Tech Trends (July 2022) - $50
Palantir Vs. C3.ai: Bright Future Vs. Red Flags (July 2022) - Free
Cycles Of Innovation (June 2022) - Free (presentation on YouTube)
Qualcomm Presentation (June 2022) - Free (presentation on YouTube)
Part 3 Of Mini Security Series: The Importance Of The NGFW (June 2022) - $50
TSI #2.2: Tokyo Electron (June 2022) - $50
TSI #2.1: Lam Research (June 2022) - $50
Palantir SBC - Let's Put This To Bed (May 2022) - Free
VMware Q1 Earnings Preview: Are They Executing The Multi-Cloud Strategy As Planned? (May 2022) - Free
Palo Alto Networks: Investor Misunderstanding (May 2022) - Free
TSI #2.0: Applied Materials (May 2022) - $50
Part 2 Of Mini Security Series: Entry Barriers (May 2022) - $50
monday.com: Beats Q1 2022 Expectations And Demonstrates Enterprise Appeal (May 2022) - Free
Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon? (May 2022) - Free
Compound Startup Vs. Focus Startup - A New Way To Assess The Long Term Winners? (May 2022) - $50
Notes & Framework For Palantir Presentation (May 2022) - $50
The Status Of The Market From The VC Perspective (May 2022) - $50
Part 1 Of Mini Security Series: Cloud Security (May 2022) - $50
Fortinet: The Cloudflare Of Hybrid Networking And Security (May 2022) - Free
Intel Q1 2022: Short-Term Uncertainty, Long-Term Clarity (May 2022) - Free
Meta Platforms: An Investment Opportunity Of A Lifetime (April 2022) - Free
Qualcomm: Stable Core Handsets Business With Great Upside Potential In Adjacencies (April 2022) - Free
Splunk: The Challenges Of Cloud Transitions (April 2022) - $50
Follow-Ups: BTC & ETH - Thiel's Take (April 2022) - $50
SentinelOne – Data Engineering Brings In Paradigm Shift To The Security Industry (April 2022) - $50
Follow-Ups #2: Palo Alto Networks (April 2022) - $50
Palo Alto Networks Presentation - Free (presentation on YouTube)
Some Thoughts On Blockchain (April 2022) - $50
Convequity's 20 Min Podcast EP06: SentinelOne (April 2022) - Free
Jamf: Apple Tailwinds And Misunderstanding Presents Considerable Alpha (March 2022) - Free
Part 2: Adobe - A Great Business At A Fair Price (March 2022) - $50
Part 1: Adobe - A Great Business At A Fair Price (March 2022) - $50
Convequity's 20 Min Podcast EP05: JAMF (March 2022) - Free
MNDY: Strong Rivalry But Greenfield TAM With Attractive Valuation (March 2022) - $50
Twitter Spaces: AI/ML & Data Discussion - SNOW, PLTR, Databricks (March 2022) - Free (archived on YouTube)
Palantir Stock: An Emerging Supercloud With Attractive Valuation (March 2022) - Free
Part 3: MVRS - What’s Behind The Metaverse? (March 2022) - $50
Convequity's 20 Min Podcast EP04: OKTA (March 2022) - $50
Update: OKTA (March 2022) - $50
Okta: Defining An Industry (March 2022) - Free
How They Interoperate: PANW & OKTA (March 2022) - $50
Twitter Spaces: Cybersecurity - FTNT, S, ZS, CRWD, & PANW (February 2022) - Free (archived on YouTube)
PLTR’s Valuation With SBC Assessment (February 2022) - $50
Convequity's 20 Min Podcast EP03: FB/MVRS (February 2022) - Free
Follow-Ups: INTC - Competitor/Market Analysis & IFS NPV/IRR Analysis (February 2022) - $50
Follow-Ups: INTC - Pat’s Potential Is Being Grossly Discounted (February 2022) - Free
Superclouds Part 1 (February 2022) - $50
Convequity's 20 Min Podcast EP02: PLTR (February 2022) - Free
Convequity's 20 Min Podcast EP01: FTNT & PANW (February 2022) - Free
Part 2: MVRS - What's Behind The Metaverse? (February 2022) - $50
Part 1: MVRS – What’s Behind The Metaverse? (January 2022) - $50
A Technical Overview Of Segmentation – The Panacea To Stopping Ransomware (January 2022) - $50
The Ultimate Investor Guide To Zero Trust (January 2022) - Free
Follow-Ups: ASAN - Still Early In The Journey (January 2022) - $50
Pre-IPO: Netskope - Better Quality Than ZS (December 2021) - $50
Follow-Ups: Fortinet – Multiple Secular Tailwinds & Significant Relative Mispricing (December 2021) - $50
VMware - When Will Investors See the Discount? (December 2021) - $50
Follow-Ups #2: Jamf Holding – Great Alpha From Market Misunderstanding (December 2021) - $50
November Newsletter: Thesis Revisit For Fortinet, Palo Alto Networks, DropBox, & Okta (November 2021) - $50
Qualcomm: Connectivity Is The Future (November 2021) - $50
Follow-Ups: Fastly - A Top-Down Review Of The Thesis (November 2021) - $50
Are Software Stocks In A Bubble Or A New Paradigm? (November 2021) - Free
Palantir Follow-Up: Getting To The Core Of The Competitive Edge (November 2021) - $50
Alibaba - A Safe Growth Play (November 2021) - Free
Follow-Ups: MCFE Shareholders Deserve A Better Deal (November 2021) - $50
McAfee Stock Update: Sold At A Cheap Price (November 2021) - Free
Initial Thoughts - AMZN - AWS Undervalued (November 2021) - $50
October Newsletter (October 2021) - $50
Pre-IPO: Illumio (October 2021) - $50
Follow-Ups: Jamf Holdings (October 2021) - $50
Crypto Series, Pt. 2: ETH (October 2021) - $50
Evergrande: Not A Lehman Moment But A Likely Repeat Of 4Q 2018 (September 2021) - $50
Follow-Ups: Palo Alto Networks (September 2021) - $50
Initial Thoughts: Thoma Bravo Advantage SPAC >>> ironSource (September 2021) - $50
Follow-Ups: SentinelOne Update - What's Next? (September 2021) - $50
Why We Believe SentinelOne Is Better Than CrowdStrike (September 2021) - Free
August Newsletter: Twilio, Jamf Holdings, Palo Alto Networks (August 2021) - $50
Semis & AI Series, Pt 1. Intel: History Repeat Or Contrarian Value Play? (August 2021) - $50
Crypto Series, Pt 1. BTC & BCH (August 2021) - $50
July Newsletter (July 2021) - $50
Quick Takes: Facebook (July 2021) - $50
Initial Thoughts: SentinelOne (July 2021) - $50
Dropbox: Value Play With Turnaround Upside Potential (July 2021) - $50
ATI June Newsletter (June 2021) - $50
Okta: Defining An Industry (June 2021) - $50
Which Cybersecurity Stocks Should You Buy? (June 2021) - Free
Initial Thoughts: FEYE - Misunderstood Mandiant (June 2021) - $50
Initial Thoughts: CPaaS - Twilio, Kalerya, Cloopen Group (June 2021) - $50
ATI May Newsletter: Datadog, Sumo Logic (May 2021) - $50
Initial Thoughts: Okta (May 2021) - $50
Jamf Holding Corp: Apple Threat Misunderstanding (May 2021) - $50
Initial Thoughts: TELUS International & Qualtrics (May 2021) - $50
ATI April Newsletter: Fastly, Fortinet, McAfee (April 2021) - $50
Initial Thoughts: Asana (April 2021) - $50
Palo Alto Networks: Significant Mispricing (April 2021) - $50
Investment Theses Synopsis: Fortinet, Cloudflare, Palo Alto Networks, Palantir Technologies (April 2021) - $50
A Deep-Dive Into The Investment Potential Of Fastly (March 2021) - Free
Cloudflare: Buy Any Future Dip Due To Profound Competitive Advantages (February 2021) - Free
Sumo Logic Slowly Being Recognized (January 2021) - Free
Palantir: Parallels With Microsoft, Potential Network Effects Underappreciated (January 2021) - Free
Fortinet: An Alternative Play On The SASE Narrative - ASIC Powers Multiple Catalysts, $200 Target Price (December 2020) - Free
Zscaler Equity Research Report (October 2020) - $50
Palo Alto Networks Equity Research Report (June 2020) - $50
Check Point Software Equity Research Report (December 2019) - $50