Convequity's Cybersecurity Dashboard
Special Episode - CRWD - Tactical Opportunities
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid,
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered
Snowflake - Apple Of MDS - Part 2
Summary
* SNOW's lead on the computer engine side is still
Updates - SentinelOne 3Q23
Summary
* Even amid deteriorating macro conditions, S’ business is proving highly scalable
Updates - Okta 3Q23
Summary
* Okta is back on track, executing well amid a toughening macro
Snowflake - The Apple Of MDS -Part 1
Summary
* SNOW is positioned very well at the centre of OLAP (Online
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team
Cloud Security Series #4: Pre-IPO, Wiz
Summary
* This Wiz report continues the series of cloud security analysis whereby
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a