OT Security Series (Pt.3): Tenable
Summary
* Part 3 of the OT Security Series doubles up as an
FTNT
FTNT Update 3Q23 - Is The Panic Justified?
Summary
* The slowdown continues but FTNT still outperforms industry peers. We don't
Revenue Per Employee Vs Head Count Growth Analysis
Summary
* Comparing revenue per employee and head count growth is useful for
FTNT Update: More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
Rule of 40 Ranking with Investment Notes
OT Security Series (Pt.2): Armis, Dragos, Claroty
OT Security Series (Pt.1) - Securing The Physical World
Summary
* The OT security market is getting hotter and promises to develop
Investor Guide To SASE (Pt.3)
Reflections On Key SASE Vendors & Gartner SSE MQ Takeaways
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