Crowdstrike (CRWD): Thunderstruck Part I
Obex Capital Management’s investment process seeks to differentiate between fundamental business analysis and security analysis. Before deciding if...
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Crowdstrike IPO: Protecting the Cloud but Not Your Portfolio
Crowdstrike Holdings Inc (CRWD US) is a cloud-based, endpoint security provider due to list on the 12th of Jun with an expected market cap of...
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Does SoftBank (9984 JP) = Masayoshi Son?
In this note, we consider the issues around key man risk and discuss to what extent Softbank Group (9984 JP)Â exists with or without the leadership...
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U.S. Equity Strategy:
The last several months have been that of digestion and consolidation. While Sector and group leadership have taken a back seat to stock selection,...
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Palo Alto and Netskope Said to Be Receiving M&A Interest as Security Vendors Grapple with Cloud
Palo Alto Networks, a security company in Palo Alto, California, and private software vendor Netskope, are receiving M&A interest as security...
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