SentinelOne S Update 2Q24: Rebound & M&A Thesis Summary * With the prior accounting issue resolved, a stabilizing IT budget environment,
CRWD Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S Summary * In Part 1 we discussed XDR. In Part 2 we discussed
cybersecurity 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
cloud security Cloud Security Series Round-Up Report Summary * Cloud security is among the hottest areas of cybersecurity and has
SentinelOne SentinelOne Vs CrowdStrike Summary * CRWD's endpoint security moat will continue to be solid, but S1's
Aqua security Cloud Security Series #5: Pre-IPO, Aqua Security Summary * Aqua Security is the 5th name we've deeply covered in the
SentinelOne Updates - SentinelOne 3Q23 Summary * Even amid deteriorating macro conditions, S’ business is proving highly scalable
Lacework Cloud Security Series #2: Pre-IPO, Lacework Summary * Lacework has an interesting backstory culminating in an All-Star leadership team