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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
Apr 1
•
Francis
37
4
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SASE Breakdown: A Deep-dive And The Key Players To Watch In 2023
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March 2023
The Race to $100B: The Palo Alto Networks Story
The rise of the cybersecurity giant, its future and lessons about software transformations
Mar 16
•
Francis
and
Rak Garg
24
5
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The Race to $100B: The Palo Alto Networks Story
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April 2022
Monthly Company Review
Software Analysis of $CRWD, $DDOG, $SNOW, $S, $GTLB.
Apr 4, 2022
•
Francis
14
7
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Monthly Company Review
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March 2022
Enterprise Software Investing Playbook
An Encyclopedia of lessons from the best research materials, legends, and personal experiences.
Mar 1, 2022
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Francis
24
4
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Enterprise Software Investing Playbook
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January 2022
Monthly Software Company Review
Company review, decision-making and analysis.
Jan 13, 2022
•
Francis
17
2
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Monthly Software Company Review
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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.
Nov 21, 2021
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Francis
12
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Affirm Holdings: An Exploration Of The Business Model
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May 2021
An Evaluation of Cloudflare vs Fastly
Summarized breakdown of the fastest growing content delivery and edge networks.
May 31, 2021
•
Francis
17
4
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An Evaluation of Cloudflare vs Fastly
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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…
Apr 14, 2021
•
Francis
4
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Horizontal SaaS: Palantir - Understanding Demo Day And AI Ambitions
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March 2021
Current Market Events - The Relationship between Interest Rates, Yields & Technology Companies
Educational series to enable investors navigate turbulent markets
Mar 6, 2021
•
Francis
15
3
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Current Market Events - The Relationship between Interest Rates, Yields & Technology Companies
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February 2021
Palantir Technologies: Ignore Gotham City and The Focus on Foundry.
Company analysis and product review
Feb 20, 2021
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Francis
6
4
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Palantir Technologies: Ignore Gotham City and The Focus on Foundry.
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January 2021
Docebo Inc: Leading the Organizational Learning Trend in a Digital Savvy-economy
Company analysis & growth drivers
Jan 22, 2021
•
Francis
7
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Docebo Inc: Leading the Organizational Learning Trend in a Digital Savvy-economy
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Goodfood Market Corp: Online grocery delivery in Canada
Full Company Analysis
Jan 15, 2021
•
Francis
4
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Goodfood Market Corp: Online grocery delivery in Canada
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