Fortinet Notes: Fortinet - Huge Promise With Notable Caveats From The Lacework Acquisition Summary * Mid-2024 cybersecurity M&A saw surprising acquisitions with Wiz attempting
SPLK CSCO + SPLK - A Financial Engineering Driven Deal (Pt.3) Summary * In Part 3 and the final part, we navigate the competitive
CSCO CSCO + SPLK - A Financial Engineering Driven Deal (Pt.2) Summary * In Part 2 we discuss the implications for arbitrageurs and CSCO
SPLK CSCO + SPLK - A Financial Engineering Driven Deal (Pt.1) Summary * SPLK, an old guard in the SIEM market, commands significant market
SentinelOne Updates: S 2Q24 - Rebound & M&A Thesis Summary * With the prior accounting issue resolved, a stabilizing IT budget environment,