GTLB Update 2Q24: Strong Product Fundamentals & Market Opportunity But Priced In
Summary
* GTLB's slower growth decay compared to others is attributed to the
quarterly update
S Update 2Q24: Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
CRWD Update: Cutting Through The Noise – EDR Is Slowing Down But Non-EDR Is Saving The Day
Summary
* It's clear that CRWD's core EDR business is slowing down more
PANW Update (Audio): 4Q23
Summary
* Not a great quarter, but not a bad one neither. PANW
PLTR Update: The LLM Enabler For Enterprises
Summary
* There are a number of indicators that collectively suggest PLTR could
FTNT Update: More Attractive With Private SASE And SD-WAN Story
Summary
* FTNT appears more attractively valued after a substantial expectation reset following
S Update: 1Q24 Execution Issues & Fundamentals Review
