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SASE Breakdown: A Deep-dive And The Key Players To Watch In 2023
Breaking down Zscaler, Cloudflare, Palo Alto Networks, Netskope and Fortinet's SASE Ambitions
 • 
Francis
4
New
Top
Community
The Race to $100B: The Palo Alto Networks Story
The rise of the cybersecurity giant, its future and lessons about software transformations
 • 
Francis
 and 
Rak Garg
5
Monthly Company Review
Software Analysis of $CRWD, $DDOG, $SNOW, $S, $GTLB.
 • 
Francis
7
Enterprise Software Investing Playbook
An Encyclopedia of lessons from the best research materials, legends, and personal experiences.
 • 
Francis
4
Monthly Software Company Review
Company review, decision-making and analysis.
 • 
Francis
2
Affirm Holdings: An Exploration Of The Business Model
An exploration into Affirm's differentiation and why they have a right to win the BNPL market.
 • 
Francis
An Evaluation of Cloudflare vs Fastly
Summarized breakdown of the fastest growing content delivery and edge networks.
 • 
Francis
4
Horizontal SaaS: Palantir - Understanding Demo Day And AI Ambitions
Introduction: The purpose of this article is to provide information to Investors about Palantir's Double-click Demo series that will run throughout…
 • 
Francis
Software Analyst Newsletter
Software Analyst Newsletter
Newsletter focused on simplifying analysis of software companies. Mostly within cybersecurity, data infrastructure, AI/ML and DevOps.
Recommendations
Rak's Facts
Rak's FactsRak Garg
SaaSletter
SaaSletterMatt Harney
Convequity
ConvequityConvequity
OnlyCFO's Software World
OnlyCFO's Software WorldOnlyCFO
Mostly metrics
Mostly metricsCJ Gustafson

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