Carvana (CVNA) - Deep Dive & Addressing Hindenburg's Short Claims

Snowflake Added to the NDI-FutureTech Portfolio

CrowdStrike - A Dive Into The Impact: A look into how the recent Windows crash may affect CrowdStrike's business

Palo Alto Networks: SASE, SASO, And Beyond: We discuss why PANW is not well positioned within an evolution of SASE to SASO

Fortinet - A Vision Beyond SASE: We provide reference framework for thinking about Fortinet's future in converged networking and security

Investor Guide - Terminal FCF Margin (Pt.1): An extended preview of Part 1, where we dive deep into the factors impacting terminal gross margin estimates for high-growth software companies.

Palantir - the LLM Enabler for Enterprise: Is Palantir's association with GenAI and LLMs hype or real? Here we dig into the company's key advantages during the current AI euphoria.

Modern Data Stack: We discuss the journey toward the Modern Data Stack, what it consists of, key players to watch, and its emerging trends.

Investor SASE Guide - Executive Summary

Join us on Notes

Preview: Part 2 – Okta Deep Dive Refresh

ChatGPT SASE Catalyst for Netskope

Part 1: Okta Deep Dive Refresh

Q1 CY23 Overview of Key Cybersecurity Players. PANW, FTNT, S, NET, ZS & SNOW

Monday.Com: 4Q22 Update & Deep Dive Revisit

Convequity's Cybersecurity Research

Cloud Security Series

EP14 - SentinelOne 3Q23

EP13 - OKTA 3Q23

EP12 - Pre-IPO Wiz Security

EP11 - Palo Alto Networks 1Q23 Updates

EP10 - Jamf 3Q22

EP09 - Palantir 3Q22 Updates

EP08 - Palo Alto Networks Prisma Cloud Analysis

EP07 - Cloudflare 3Q22 Updates