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The Beginner's Guide to Cybersecurity
A simple framework for synthesizing the cybersecurity industry and its 3500 vendors.
 • 
Francis (Software Analyst)
New
Top
Community
Acts of Cloudflare: The Evolution Toward Becoming An Enterprise Platform
Exploring Cloudflare's ambitions across application services, enterprise networking, cybersecurity, and developer infrastructure
 • 
Francis (Software Analyst)
4
Microsoft’s $20B Cybersecurity Behemoth
A Spotlight on Microsoft's Playbook And How It Dominates the Cybersecurity Landscape
 • 
Francis (Software Analyst)
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 (Software Analyst)
6
The Race to $100B: The Palo Alto Networks Story
The rise of the cybersecurity giant, its future and lessons about software transformations
 • 
Francis (Software Analyst)
 and 
Rak Garg
7
Monthly Company Review
Software Analysis of $CRWD, $DDOG, $SNOW, $S, $GTLB.
 • 
Francis (Software Analyst)
7
Enterprise Software Investing Playbook
An Encyclopedia of lessons from the best research materials, legends, and personal experiences.
 • 
Francis (Software Analyst)
4
Monthly Software Company Review
Company review, decision-making and analysis.
 • 
Francis (Software Analyst)
2
The Software Analyst Newsletter
The Software Analyst Newsletter
Simplifying the analysis of software companies. Mostly within Cybersecurity, Data infra, and AI/ML.
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