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Tech equity research that truly understands product, architecture, and vision. SaaS companies related to cybersecurity, data management, and productivity.
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Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Business insights you can actually understand. Trusted by the worldโs best CFOs, GTM experts, and tech investors.
We deliver clear, concise, and in-depth analysis of the rapidly evolving cybersecurity landscapeโbuilt for cyber leaders, operators, and investors.