S Update 2Q24: Rebound & M&A Thesis
Summary
* With the prior accounting issue resolved, a stabilizing IT budget environment,
SentinelOne
S Update: 1Q24 Execution Issues & Fundamentals Review
Part 3: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Summary
* In Part 1 we discussed XDR. In Part 2 we discussed
Part 2: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
Part 1: CRWD Update - Revisiting The Strategy And Competition With MSFT & S
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 Series Round-Up Report
Summary
* Cloud security is among the hottest areas of cybersecurity and has
Cybersecurity Review 2023
SentinelOne Vs CrowdStrike
Summary
* CRWD's endpoint security moat will continue to be solid, but S1's
Cloud Security Series #5: Pre-IPO, Aqua Security
Summary
* Aqua Security is the 5th name we've deeply covered in the
Updates - SentinelOne 3Q23
Summary
* Even amid deteriorating macro conditions, S’ business is proving highly scalable
Cloud Security Series #2: Pre-IPO, Lacework
Summary
* Lacework has an interesting backstory culminating in an All-Star leadership team