CRWD Update: 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 is slowing down more
cybersecurity
PANW Update (Audio): 4Q23
Summary
* Not a great quarter, but not a bad one neither. PANW
OT Security Series (Pt.2): Armis, Dragos, Claroty
Convequity Cybersecurity Taxonomy - Jun 2023 (Pt.1)
OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
PANW Update: 3Q23 ER
Investor Guide To SASE (Pt.3)
Investor Guide To SASE (Pt.2)
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Q1 CY23 Overview Of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW
Summary
* Quarterly reviews and valuation overview.
* Key tailwinds summary for key cybersecurity