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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
March 2023
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
April 2022
Monthly Company Review
Software Analysis of $CRWD, $DDOG, $SNOW, $S, $GTLB.
 • 
Francis
7
March 2022
Enterprise Software Investing Playbook
An Encyclopedia of lessons from the best research materials, legends, and personal experiences.
 • 
Francis
4
January 2022
Monthly Software Company Review
Company review, decision-making and analysis.
 • 
Francis
2
November 2021
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
May 2021
An Evaluation of Cloudflare vs Fastly
Summarized breakdown of the fastest growing content delivery and edge networks.
 • 
Francis
4
April 2021
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
March 2021
Current Market Events - The Relationship between Interest Rates, Yields & Technology Companies
Educational series to enable investors navigate turbulent markets
 • 
Francis
3
February 2021
Palantir Technologies: Ignore Gotham City and The Focus on Foundry.
Company analysis and product review
 • 
Francis
4
January 2021
Docebo Inc: Leading the Organizational Learning Trend in a Digital Savvy-economy
Company analysis & growth drivers
 • 
Francis
Goodfood Market Corp: Online grocery delivery in Canada
Full Company Analysis
 • 
Francis
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