Updates: CRWD - Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business
cloud security
Updates: PANW 4Q23 (Audio)
Summary
* Not a great quarter, but not a bad one neither. PANW
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
Updates: PANW 3Q23
Cloud Security Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has
Cybersecurity Review 2023
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
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