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investor considerations

Updates: FTNT 3Q23 - Is The Panic Justified?

22 min read 10 Nov 2023

Updates: FTNT 3Q23 - Is The Panic Justified?

Summary * The slowdown continues but FTNT still outperforms industry peers. We don't see FTNT's competitiveness in decline, and expect the company to gain further market share over the long-term. * After the expectation reset, FTNT's risk-reward looks way more favourable. Most of the

CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)

16 min read 02 Nov 2023

CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2)

Summary * In Part 2 we discuss the implications for arbitrageurs and CSCO investors. * We scrutinize CSCO's strategic rationale for acquiring SPLK for its data and AI. * We also review CSCO's rationale for acquiring SPLK as it relates to EDR and observability. * Lastly, we include some scenario-

Snowflake: Apple Of MDS (Part 3) & 1Q24 Update

21 min read 28 May 2023

Snowflake: Apple Of MDS (Part 3) & 1Q24 Update