Updates: Fortinet - The Convergence of Network, Security, and the Physical World
Summary
* Fortinet’s single-OS, ASIC-accelerated architecture gives it a durable structural edge
valuation
Updates: Palantir - 2025 the Year of AI Application?
Summary
* While PLTR currently trades at a high multiple (~450x TTM P/
Notes - Palantir's TAM, Terminal Revenue Potential, & Valuation
Convequity's Valuation Update - Mid-Year Review 2024
Summary
* This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Valuation Analysis: Rule of X vs. Multiples
Summary
* Reports on Confluent, Rubrik's IPO, and Match Group are
Okta Deep Dive Refresh (Pt.3) & 1Q24 Update
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