S Update 2Q24: Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
endpoint security
S Update: 1Q24 Execution Issues & Fundamentals Review
Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Summary
* In Part 1 we discussed XDR. In Part 2 we discussed
Part 2: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Special Episode - CRWD - Tactical Opportunities
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid, but S1's
Updates - SentinelOne 3Q23
Summary
* Even amid deteriorating macro conditions, S’ business is proving highly scalable
Updates - Palo Alto Networks 1Q23
Summary
* Despite marginal signs of macro headwinds, PANW remains resilient, delivering a