TSI #1: Semiconductor Terminology
(Free) monday.com: Beats 1Q22 Expectations & Demonstrating Enterprise Appeal
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Part 2 Of Mini Security Series: Entry Barriers
(Free) Can Palantir Replicate The Success Of Intel, Microsoft, Apple, And Amazon?
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Compound Startup Vs. Focus Startup - A New Way To Assess The Long Term Winners?
Rippling is another startup that we are keeping a close eye on
Notes & Framework For A PLTR Presentation
The Status Of The Market From The VC Perspective
Part 1 Of Mini Security Series: Cloud Security
(Free) Cloudflare: Sustained Growth & Fair Valuation
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(Free) Fortinet: The Cloudflare Of Hybrid Networking & Security
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(Free) Intel: 1Q22 - Short-Term Uncertainty, Long-Term Clarity
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