entry
Notes - Dropbox 4Q23
Notes - Tenable 4Q24
Notes - Lam Research 2Q24
Convequity MSU: Meta Platforms - Jan 2023
Summary
* After META's surge over the past 1 year, the stock isn't super cheap, though on a conservative projection basis, there seems to be 30%+ upside left.
* In this MSU report, we've found that M views are extremely shallow with limited alpha, and S
Convequity MSU: Qualcomm - Jan 2023
Summary
* Market (M), Street (S), and Us (U) perspectives differ on various sectors that Qualcomm operates in, such as Android handsets, auto, PC, server, and XR/VR.
* The "Us" viewpoint tends to be more bullish and forward-looking, particularly in areas like smartphone GenAI, auto, and XR/VR.
Convequity MSU: Unity - Dec 2023
Summary
* Unity is a game engine used by game developers for creating and rendering real-time 3D graphics. It generates revenue from game creation and advertising.
* Unity's new pricing structure has caused discontent among game developers and raised concerns about its future growth and profitability.
* We apply the